Presenter: Eric Weinheimer, SVP, Philanthropic Solutions, Bank of America

Are nonprofits positioned to take advantage of generational wealth transfer in our “back to normal” philanthropic landscape? How can nonprofit executive and development teams leverage emerging trends to generate more bequests and major gifts? Using the recently released “Bank of America Study on Philanthropy” as a framework, Eric Weinheimer, Bank of America Private Bank Philanthropic Strategist, will offer helpful insights and tips on how nonprofits can work with high-net-worth donors and scale their planned giving and other fundraising.

Plus: A Tax & Legislative Update by Laura Brownfield, General Counsel
Community Foundation for Southeast Michigan.

Fee sponsor: Bank of America
Location sponsor: Sacred Heart Major Seminary

Approved for 1.5 CFRE CE Credits