General Session

Tuesday, February 27, 2024

8:30 AM — 11:00 AM

Trends in Philanthropic Planning for the High-Net-Worth Donors

Join us for our first, in-person event in 2024! NJCGP will explore trends in UHNW / HNW donors and their philanthropy. This annual study, presented in collaboration with Bank of America and Merrill Lynch Wealth Management, will share findings on how to engage high net-worth donors as organization volunteers, the changing role of women in philanthropy and strategies on how to engage the next generation of donors.

The session will be a great intro to those new to planned giving strategies and beneficial to those more experienced colleagues as they set goals and objectives for the upcoming year.

Key Findings:

  • The affluent continue to lead in charitable giving.
  • Volunteering is on the rebound among affluent Americans.
  • Affluent Americans leverage a robust toolkit of strategies to achieve philanthropic goals.
  • Affluent women are a force of change in the philanthropic sector.
  • Religious organizations continue to receive the largest share of giving dollars of affluent households.
  • The future of philanthropy relies on engaging the next generation of affluent Americans.

John A. Amirante, CFP®, CIMA®, CPFA®, CAP®
Vice President, Wealth Management Advisor
Senior Retirement Benefits Consultant, Institutional Consulting

The Beacon Group
Merrill Lynch Wealth Management

John works with middle and large-market for-profit and not for profit organizations, their leadership and their investment committees, delivering proactive advice and customized investment strategies to meet the increasingly complex needs of institutions and the leaders who run them.  John has over 20 years experience consulting and advising with these entities on issues pertaining to Investment Policy, Intelligent Spending Policy, Investment Menu creation, Financial Wellness and Education, Risk Budgeting, and the role of Alternatives and Private Equity in a diversified portfolio.

John is an annual speaker at the AICPA National Non-Profit Conference and NY State Society of CPAs and speaks regularly on the complexities of managing endowment portfolios in volatile markets. John has developed a niche practice in the Sports & Entertainment arena, helping athletes achieve their philanthropic objectives.

He currently holds the CIMA - Certified Investment Management Analyst ®,  designation from IMCA and the Wharton School of Business, the CFP ® - Certified Financial Planner designation from CFP Board of Standards, and the Chartered Advisor In Philanthropy - CAP ® designation from the American College. John received his MBA from Columbia University and a Bachelors in History and Pre-Law from the State University of NY at Albany. He currently lives in Manalapan, NJ with his wife, Jane, and two children, Emma and John, and their dogs, Cooper and Callie.

Park Avenue Club

184 Park Avenue
Florham Park, NJ 07932

General Session Fees

NJCGP Member: $ 25.00
Non-Member:    $ 35.00

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Tuesday, February 27, 2024

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