Dec 11 2025 9:00AM
Round Table Discussions: Timely Topics in Gift Planning Today
Led by CGPCT board members, the round tables will offer a lively and energetic exchange of ideas relevant to philanthropy. Attendees will have a chance to participate in two 45-minute discussions on the following topics:
1) Ethical use of AI led by Alex Devivo of the University of Hartford. What is AI, how is it being used in philanthropy and non-profit organizations, what ethical considerations do we need to take regarding donor privacy, etc.
2) How to confirm donor testamentary intent and established plans - Led by Michael Afflitto of the Salvation Army.
3) The New Tax Law and its impact on your donors – Led by Tim Throckmorton of Webster Bank.
4) Planned Giving role in campaigns - idea generation, what our institutions are doing, scope, counting PG gifts, training teams regarding PG opportunities.
Dec 11 2025 11:00AM
The 2025 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households
The biennial Bank of America Study of Philanthropy on the giving and volunteering practices for affluent Americans has been researched and written at the Indiana University Lilly Family School of Philanthropy in partnership with Bank of America since 2006. This session will dive deep into the findings, highlight critical trends in giving patterns and motivations driving these donors, and how nonprofits can integrate these metrics into their fundraising strategies.