Friday, July 19
7:30 a.m. – 10:00 a.m.
Multnomah Athletic Club
1849 SW Salmon Street
Portland, OR 97205
7:30 to 8:00 a.m. Continental Breakfast and Networking
8:00 to 8:15 a.m. Business Meeting
8:15 to 9:30 a.m. US Trust High Net Worth Study
The 2018 U. S. Trust Study of High Net Worth Philanthropy is a continuation of the ground-breaking survey of the philanthropic giving behaviors and motivations of the Country’s wealthiest donors. This group, comprising less than 5% of the population, is responsible for over 50% of all charitable giving, so that their thoughts and motivations are important for the philanthropic sector to understand. This edition of the Study includes a focused view on the giving patterns and behaviors of subsets of the population, based on age, gender, race and sexual orientation, as well as the HNW population as a whole. The entire report is available here….
Our Speaker: Ramsay H. Slugg is a Managing Director and Wealth Strategies Advisor within the Chief Investment Office (CIO) for Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation. In this role, Ramsay assists in the preparation of materials on various financial, tax and estate planning ideas and planning solutions for U.S. Trust, Bank of America Private Wealth Management clients and their families, and works with those individuals and families to help them to implement such solutions. Ramsay also serves as the national head of art planning for the U.S. Trust Art Services group.
Prior to joining U.S. Trust, he was the National Practice Director of Bank of America’s Philanthropic Management group, and before that served as the Central Region Director of the Bank’s Charitable Management Services Group, and the Central Region Director of the Wealth Management Consulting Group. Ramsay has served as an adjunct professor at Texas Christian University and Texas A&M University College of Law, teaching courses in Introductory and Advanced Federal Income and Estate Taxation.
Ramsay received his J.D. degree from the Ohio State University College of Law, and his undergraduate degree from Wittenberg University. Ramsay is admitted to practice law in Texas, is a member of the American College of Trust and Estate Counsel (ACTEC), the State Bar of Texas, the American and Tarrant County (Texas) Bar Associations, the Tax and Estate Planning Section of the Tarrant County Bar (Chair, 1999-2000), the Lone Star Chapter of the National Association of Charitable Gift Planners, and the College of the State Bar of Texas. He is also the author of the Handbook of Practical Planning for Artists, Art Collectors and Their Advisors, Second Edition, published by the American Bar Association. He is also a frequent speaker on tax and financial planning topics, particularly as they relate to charitable planning and planning with art and collectibles.
2019 NWPGRT MEMBERSHIP MEETINGS
Friday, November 15: Michael Hutney from The Stelter Company will speak about marketing and planned giving