April Meeting – Planned Giving Day

April 28, 2016 @ 1:00 pm – 4:30 pm
Arkansas Arts Center, Lecture Hall
501 E 9th St
Little Rock, AR 72202
$35, members; $50 non-members
Jan Davis

Please join us for an extended session (1:00pm – 4:30pm) to celebrate our annual Planned Giving Day. CLE, CPE and CFRE credit will be offered.

There will also be a networking reception at 4:30pm.  See details below.

Part One: “Scaling Up: Growing with Intention and Plan: and “High Net Worth Philanthropy” – Matt will explain key findings about the philanthropy of high net worth donors based on a recent US Trust survey and his personal experiences in the field.  He’ll also discuss the vehicles these donors are using to accomplish their philanthropic goals.

Matt Laufman, Senior Vice President
Senior Philanthropic Specialist
U.S. Trust, Bank of America Private Wealth Management

” Matt is a nationally known expert in planned giving and institutional consultant for nonprofits across the U.S.”

Click here for Matt’s bio.

Part Two: “Cultivating the Philanthropic Landscape” From tilling to planting to harvesting, we will explore how planned giving professionals and client advisors can work together to ensure a bumper crop for their client’s philanthropic goals.

Jennifer R. Junker, Managing Director
Trust and Wealth Management
Bank of the Ozarks

Jennifer R. Junker, as the Managing Director of Trust and Wealth Management for the Bank of the Ozarks, leads the Trust and Wealth Management team which provides services in the areas of Corporate Trust, Employee Benefits, Personal Trust and Investment Advisory Services.

Click here for Jennifer’s bio.


Networking Reception – Immediately following final session.

All attendees of Planned Giving Day are invited to a Networking Cocktail Party

Time:  4:30 (immediately following last speaker)

Location:  Best Impressions Restaurant in the Arts Center

Cash Bar.



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