Julie Davitz

Senior Fellow in Social Innovation

Julie Davitz serves as Head of Impact Solutions for Wealth Management. She is responsible for the specialized Impact Solutions offering, integrating client values and assets for more efficient and impactful philanthropic and financial outcomes. With customized strategies combined with an array of opportunities, Julie leverages the local service excellence of Bank of the West with global access of its parent company BNP Paribas.

With over 20 years of experience in the impact sector, Julie Davitz is skilled at helping ultra-high-net-worth families, individuals, foundations, nonprofits, and businesses mobilize their resources to realize the change they envision.

Julie has worked with not-for-profit organizations, foundations, corporations, and philanthropists nationally and globally. She has served as Director of Development at the Institute for Neurodegenerative Diseases UCSF, and Executive Director of the Silver Giving Foundation. She founded Julie Shafer Development & Philanthropy, specializing in thoughtful and effective strategic planning for donors, grantees, and impact investors.

Julie holds a BA from the University of California Davis and an MFCC from the University of San Francisco.