Julie Shafer, Senior Advisor
Julie Shafer is a Wealth & Giving Forum Senior Advisor and Head of Strategic Philanthropy and Purpose Investing for Family Wealth Advisors, the ultra high net worth division of Bank of the West Wealth Management. She helps personalize giving strategies for families and individuals through the exploration of giving goals and motivations and creates customized strategies that are effective and measurable to allow not-for-profits to quickly develop a model of sustainability and impact.
Ms. Shafer has more than 20 years of experience working with philanthropists, foundations, not-for-profits and corporations both nationally and globally. Prior to joining Bank of the West, she led a highly
successful Strategic Philanthropy Consulting firm which specialized in efficient, thoughtful and effective strategic planning for donors and grantees. She previously served in several senior not-for-profit executive positions including Director of Development at the Institute for Neurodegenerative Diseases UCSF and as Executive Director of the Silver Giving Foundation.
She holds a B.A. from the University of California and a MFCC from University of San Francisco.