Please join us for a conversation led by Roxie Jerde, President and CEO of The Community Foundation of Sarasota County, and Dianne Chipps Bailey, National Philanthropic Executive for Bank of America Private Bank.
Unleashing the Generosity of Affluent Americans
Sponsored by Bank of America Private Bank and Community Foundation of Sarasota County
Thursday, November 16, 2023
8:00 a.m. – Networking & Breakfast
8:30 a.m. – 10:00 a.m. – Program
Location: Sarasota Yacht Club – 1100 John Ringling Blvd, Sarasota, FL 34236
Join us for insights into the motivations and strategies of wealthy donors. With the number of Americans giving to charity on the decline, many nonprofits increasingly rely on a smaller and more affluent circle of supporters to meet their fundraising goals. The Bank of America Study of Philanthropy, the ninth in our series of biennial reports on giving by wealthy households in the United States, illuminates many expressions of generosity by affluent Americans. The series offers practical insights into distinct donor demographics including rising generation, women, LGBTQ+ and ethnically-diverse donors. These insights – along with understanding of local community needs thanks to the Community Foundation of Sarasota County – can help build the confidence and increase the success of nonprofit staff and board members when seeking transformational gifts from high capacity donors.
FREE Event for Members AND Non-Members. The Charitable Gift Planners of Southwest Florida looks forward to welcoming all members of the Southwest Florida Estate Planning Council as well as the Association of Fundraising Professionals, Southwest Florida Chapter to this special program.
About Our Speakers
Dianne Chipps Bailey is Managing Director and National Philanthropic Strategy Executive for Philanthropic Solutions at Bank of America Private Bank. Dianne and her team deliver customized consulting and advisory services on topics including strategic visioning, mission advancement, high-impact grant making, leadership development, governance and board dynamics. Dianne is a frequent speaker and commentator on topics related to best practices and trends in philanthropy. Her insights have been featured in Axios, Barron’s, Business Insider, Fortune, Town & Country, Washington Post and New York Times, among other publications. In her TEDx Talk, Dianne makes The Case for Fierce Optimism.
Dianne has more than twenty years of experience working with operating charities, grantmakers and social entrepreneurs. Previously as an attorney, Dianne’s practice was dedicated to the representation of tax-exempt organizations, their senior management and volunteer leaders. Her clients included colleges and universities, museums, human service organizations, sports philanthropists, health care affiliate and conversion foundations, corporate and community foundations, private foundations and donor-advised fund holders, churches and other religious organizations, national fraternities and sororities, business leagues, trade organizations, as well as a myriad of start-up and grassroots charities. In addition, Dianne regularly was engaged as an expert witness in state and federal litigation matters, providing strategic counsel and trial testimony. Dianne began her career at Georgetown University Law Center, where she served on the adjunct faculty and raised annual and major gifts.
Dianne’s professional commitment to nonprofits is also deeply personal. An active community leader, she has served on and chaired many nonprofit boards including Discovery Place, Novant Health Presbyterian Hospital Foundation and Women Executives. An evangelist for women’s philanthropy, Dianne currently serves as chair of the Women’s Philanthropy Institute national council. She is a founding member and past president of Women’s Impact Fund. Her professional recognition includes a Charlotte Business Journal Women in Business Achievement Award, Leadership Charlotte Circle of Excellence Award and UNCF Charlotte Maya Angelou Women Who Lead Honoree. Dianne previously was named the Mecklenburg Times Woman of the Year. Dianne graduated, with high honors, from the University of California at Berkeley and, cum laude, from Georgetown University Law Center and is a Chartered Advisor in Philanthropy.
Note: Dianne does not provide legal advice in her role at Bank of America
Roxie Jerde has served as President and CEO of the Community Foundation of Sarasota County since March of 2011.
Roxie works closely with Community Foundation donors, along with area nonprofits, businesses and foundations, to solve important issues affecting our community, always searching for answers that impact multiple generations through shared values. Under her leadership, the Community Foundation has inspired philanthropy across the region through The Giving Partner, as well as the Giving Challenge, which has raised more than $75 million for local causes over eight challenges hosted over the last decade. Other initiatives Roxie oversees include Season of Sharing, the Campaign for Grade Level Reading and EdExploreSRQ, and the Suncoast Disaster Recovery Fund; while all unique, each of these programs expands opportunities and ideas for everyone in our community.
Roxie has held key volunteer leadership roles with the Community Foundations of Florida, Philanthropy Southeast and has received numerous leadership awards. She holds a BBA in Marketing and Management from the University of Iowa and a MBA in Finance and Organizational Behavior from the University of Missouri – Kansas City.
An avid bicyclist with her husband, Mike, Roxie enjoys exploring Sarasota’s beautiful roads and trails. Roxie also enjoys spending time with family and friends, traveling, cheering on the Iowa Hawkeyes, yoga, and reading.
This program is proudly sponsored by Bank of America Private Bank and the Community Foundation of Sarasota County
