GUSA 2015 Report on Philanthropy for the Year 2014
July 10, 2015 7:30 am to 9:00 am
Giving USA: The Annual Report on Philanthropy is the seminal publication reporting on the sources and uses of charitable giving in the United States. For 59 years, fundraisers, nonprofit leaders, donors and volunteers, scholars, and other individuals who work in or with the charitable sector have counted on Giving USA to provide the most comprehensive charitable giving data available. No other source provides the context for annual giving like Giving USA.
The Phoenix Philanthropy Group for the past two years presented the information to fundraising organizations throughout Arizona. During the presentation they will cover, at a high level, the key data points from the report, this part of the event will be a 45-60 minute presentation. At the conclusion of the report presentation component of the event they will then discuss with a panel of local professionals made up of fundraisers, foundation staff, and other industry professionals the report to help contextualize the data for the local market.
The 2014 U.S. Trust Study of High Net Worth Philanthropy will be presented by Matthew Laufman, U.S. Trust.
Julie Iacobelli has been dedicated to the nonprofit field for more than 20 years, working with underserved youth, child victims of sexual abuse, and persons with mental illness. She excels at leading, directing and transforming organizations through sound business practices and by developing staff and volunteers. She is former EO for Communities in Schools of Arizona, where she accelerated program delivery from 8 to 110 schools. Her consulting expertise includes organization assessment, board and organizational development, writing fundraising plans, annual giving and capital campaigns. In 2002, she was named Executive Director of the Year by the Organization for Nonprofit Executives (ONE) and is a graduate of Valley Leadership (Class XXVI).
Deborah Whitehurst has been assisting nonprofits, foundations, and philanthropists in Arizona and nationally for 36 years. Prior to joining The Phoenix Philanthropy Group, Deborah served as Chief Operating Officer of the Arizona Community Foundation, overseeing the organization’s work in strategic planning, asset acquisition, affiliate development, donor services, communications, programs, grantmaking, initiatives and administration. Other staff positions during her 18-year tenure at the Foundation included Intermin Chief Executive Officer, Director of Development, and Special Advisor to the CEO. Earlier in her career, Deborah was founding Executive Director of the Phoenix Arts Commission and Deputy Director of the Arizona Commission on the Arts. Deborah was writer/content editor of the Council on Foundations’ Institute for New Board Members curriculum. She is certified as a specialist in planned giving by the American Institute for Philanthropic Studies at California State University, Long Beach.
Matthew Laufman is a Senior Vice President and Senior Non Profit Advisor in the Institutional Investments & Philanthropic Solutions group of U.S. Trust, Bank of America Corporation. Matthew’s role provides in-depth philanthropic planning knowledge and tailored solutions to assist clients in pursuing their mission and goals. In this capacity, he is able to provide best practices and advisory services in several areas, including governance and oversight, development strategies including planned giving, and board and staff education. Matthew works closely with the organization’s leadership, boards, development committees and staff to provide the knowledge and resources needed to address challenges and thrive.
Matthew has 23 years experience in the philanthropic industry. Prior to his current position, he was the Director of Gift Planning for Sutter Health, a non profit health care system based in Northern California, Vice President of the Community Home Health and Hospice of SW Washington, and Director of Planned Giving for Virginia Mason Medical Center in Seattle, Washington.
Matthew is a graduate of the University of Washington. He is a member of the Northern California Planned Giving Council and the Association of Healthcare Professionals.