Decoding the Motivations of High Net Worth Donors

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Thank you for registering for Decoding the Motivations of High Net Worth Donors, a joint program presented by the Charitable Gift Planners of Southwest Florida, Association of Fundraising Professionals Southwest Florida Chapter and the Southwest Florida Estate Planning Council. We look forward to hosting you on Wednesday, June 19, 2019, at the Sarasota Yacht Club. Check-in and networking begins at 11:30 a.m. with the program scheduled to begin at noon.

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Sarasota Yacht Club

1100 John Ringling Boulevard

Sarasota, FL 34236

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Sales Have Ended

Registrations are closed
Thank you for registering for Decoding the Motivations of High Net Worth Donors, a joint program presented by the Charitable Gift Planners of Southwest Florida, Association of Fundraising Professionals Southwest Florida Chapter and the Southwest Florida Estate Planning Council. We look forward to hosting you on Wednesday, June 19, 2019, at the Sarasota Yacht Club. Check-in and networking begins at 11:30 a.m. with the program scheduled to begin at noon.
Event description
In conjunction with the Southwest Florida Estate Planning Council and the Association of Fundraising Professionals Southwest Florida Chapter

About this Event

The discussion will provide Insights into the motivations, priorities and strategies of wealthy donors. The 2018 U.S. Trust® Study of High Net Worth Philanthropy (the “Study”) is the seventh in a biennial series of research reports on the giving and volunteering practices of wealthy households in the United States. Based on a nationally representative random sample of wealthy households, the Study is an authoritative source of information on wealthy Americans’ philanthropic attitudes and practices. The discussion will also explore the giving strategies and statistics from within our own Sarasota-Manatee community through sharing stories of local philanthropists and their impact.

Presented by:

Roxie Jerde, President and CEO

The Community Foundation of Sarasota County

Danielle Amato-Milligan, SVP, Philanthropic Strategist, National Consulting and Advisory Practice

Bank of America Private Bank

This luncheon program is free for Charitable Gift Planners of Southwest Florida members as well as members of the other host organizations (SWFEPC and AFP). The event is also open to guests for $35.

Sponsored by: Community Foundation of Sarasota County & Bank of America Private Bank

Advanced reservations are required and space is limited. 
Email cgpswfl@gmail.com with questions regarding this special event.

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Sarasota Yacht Club

1100 John Ringling Boulevard

Sarasota, FL 34236

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