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Leading Edge - High Net Worth Donors: Where They are Giving and What Motivates Them
U.S. Trust, Lake Washington Room, 33rd Floor
800 5th Avenue
Seattle, WA 98104

View additional information
Thursday, December 06, 2018, 11:30 AM - 1:30 PM PST
Category: Leading Edge

Schedule

11:30 a.m. to 12:00 p.m. – Registration and Networking
12:00 p.m. to 1:30 p.m. 
– Program

Lunch is not included, but feel free to bring your own with you.


Registration

Member: $35
Non-member: $50
On-site: $60


Parking Information

The parking entrance into the building is on the south side off of Columbia Street. Parking for the session will be validated. 


Program Summary

What are the giving practices of high net worth individuals and families in the U.S. and how are they changing? Join a conversation to discuss national philanthropic trends as revealed in the U.S. Trust 2018 Study of High Net Worth Philanthropy.

In this session, you will learn:

  • The causes to which high net worth families are giving
  • The motivations of high net worth philanthropists
  • Volunteering behavior among high net worth donors

Speaker


Janet Aldrich Jacobs CFRE
Vice President, Philanthropic Client Manager
U.S. Trust, Bank of America Private Wealth Management

Jan Jacobs has supported philanthropy in a career stretching over three decades and in a variety of roles from one-person development shop to leader of a team of 11 professional staff. Her experience includes the development of individual giving programs, soliciting major and planned gifts, and managing capital and endowment campaigns at organizations in Seattle and across the country. She joined the Philanthropic Solutions Group of Bank of America's U.S. Trust in September 2017 where she works with family foundations, charitable trusts and nonprofit organizations to realize their philanthropic missions. She is former President of AFP Washington and Co-President of AFP Advancement Northwest and received the 2016 Professional Achievement Award. Jan serves on the board of Leave 10, a local organization created to educate, inspire and encourage people to leave at least 10% of their estates to charity. 


Leading Edge Series - Mid-Level to Senior 

If you are a mid-career or advanced fundraising professional, organizational leader, or volunteer these deeper conversations about strategic fundraising and management topics will meet you where you are.


Contact: Advancement Northwest Office - [email protected] or (206) 971-3605