About the Event:
*** CFRE has been applied for ***
With the number of Americans giving to charity on the decline overall, many nonprofits increasingly rely on a smaller and more affluent circle of supporters to meet their fundraising goals. The importance and influence of these high-capacity donors only continues to increase. The new Bank of America Study of Philanthropy, the ninth in a series of reports on giving by wealthy households in the United States begun in 2006, illuminates many expressions of generosity by affluent Americans. The study indicates emerging national trends and offers practical insights into distinct donor demographics including the perspectives of the rising generation, women, LGBTQ+ and ethnically diverse donors. The presentation will explore what motivates affluent donors to give and stop giving and which organizations affluent Americans currently support. These insights can help build the confidence and increase the success of nonprofit staff and board members when seeking the support of high-capacity donors with the goal of securing transformational gifts to advance the nonprofit’s mission.
Key Learnings Include:
Recent trends in giving and volunteering among America’s affluent households with a focus on distinct donor demographics such as women and the rising generation.
Which organizations and causes are supported by affluent donors and why.
How affluent Americans leverage sustainable investment strategies and assess the impact of their giving.
How the economy and other forces may drive donor behaviors and community impact throughout 2023 and beyond.
*** Parking will be validated ***
Registration closes on February 8th
Meet the Speaker:
Jan Jacobs
Senior Vice President and Philanthropic Client Manager
Bank of America Private Bank
Jan Jacobs is Senior Vice President and Philanthropic Client Manager with Bank of America Private Bank. Jan serves as the primary point of contact for philanthropic clients in the Pacific Northwest. She has dedicated more than three decades to helping nonprofit organizations and donors meet meaningful missions through philanthropy. Before joining Bank of America Private Bank in 2017, Jan led fund development programs for organizations in Seattle and across the country, including the global health organization PATH, The Chrysler Museum of Art, Yellowstone Art Museum, and Make-A-Wish Alaska and Washington. In addition, she directed major and planned giving programs at Seattle Symphony and managed capital and endowment campaigns for the Virginia Historical Society and several other cultural organizations.
Jan holds the Chartered Advisor in Philanthropy® designation, which equips financial professionals with the knowledge and tools needed to help clients reach both financial and philanthropic goals. She was honored to receive the 2016 Professional Achievement Award from the Association of Fundraising Professionals (AFP) Advancement Northwest Chapter.
Jan is past president of the AFP Advancement Northwest Chapter and served on the boards of the World Affairs Council and Northwest Biomedical Research Association. Currently, she is a board member of Leave 10, which aims to build better communities and transform as many people as possible into philanthropists by educating, inspiring and encouraging individuals to aspire to leave at least 10% of their estate to charity.