Decoding Donor-Advised Funds: From Data to Practical

Posted , by Keith Curtis, Founder, President. Topic: Donor Communication, Funds and Funders, Gift Solicitation, High-Net-Worth Individuals, Major Gifts Programs, Philanthropy Research & Events, Year-End Giving.

Donor-advised funds began in the 1930s, but in recent years these funds have become the fastest growing vehicle in philanthropy. Contributions to donor-advised funds grew at three times the rate of total charitable giving in 2016 according to the National Philanthropic Trust. Donor-advised funds defined: Donor-advised funds (DAF) are donor-established philanthropic funds that are maintained, operated… Read more »

New insights for stewarding high-net-worth households

Posted , by Abby Weber, Client Manager. Topic: High-Net-Worth Individuals, Philanthropy Research & Events.

A closer look at this population’s motivations, expectations and behaviors, according to the recent U.S. Trust study   How engaged are the wealthy in philanthropy? What drives their giving? How much are they giving? What would inspire them to give even more? These questions are thoroughly addressed in the 2016 U.S. Trust Study of High Net… Read more »

“The Greater Good” – What drives high-net-worth giving across generations

Posted , by Sarah Fargusson, Client Manager. Topic: High-Net-Worth Individuals, Philanthropy Research & Events.

How do your major donors define “a life well-lived”? This is one of the key questions addressed in the 2015 Insights on Wealth and Worth Survey, conducted by the U.S. Trust. Since 1993, this periodic survey of wealthy individuals and families has highlighted differences and similarities in values and, ultimately, what motivates giving. This year,… Read more »

Wealth advisors on your board? Help them help you.

Posted , by Wendy McGrady, Executive Vice President. Topic: Board Development, High-Net-Worth Individuals.

After two recent conversations with wealth advisors, who were also nonprofit board members and were wrestling with whether they should discuss their own philanthropic priorities with their clients, I began to give this topic some thought. These individuals understood that, as board members, they were expected to be connectors, but they were trying to balance… Read more »

Wealthy Donors Are Giving Big

Posted , by Keith Curtis. Topic: High-Net-Worth Individuals, Philanthropy Research & Events.

The headline says it all: “Year-End Giving Season Is Bountiful for Charities That Rely on the Wealthy.” Not only is this encouraging news for nonprofits, it’s validating for us. Over our 22-year history, we’ve stressed the incomparable value of high-net-worth donors, and we’ve hit that message even harder during the economic downturn because we know they’re… Read more »

Cultivating High-Net-Worth Donors

Posted , by Wendy McGrady. Topic: High-Net-Worth Individuals.

After a recent meeting with a client and a high-net-worth donor, I was reflecting on the recent data from the 2010 Study of High Net Worth Philanthropy. The study results showed that these donors typically make their giving decisions with their spouse and like to involve their children and families wherever possible. These donors are… Read more »

High-Net-Worth Philanthropy Study Published

Posted , by Keith Curtis. Topic: High-Net-Worth Individuals, Philanthropy Research & Events.

Yesterday, the 2010 Study of High Net Worth Philanthropy was released. Produced by Bank of America, Merrill Lynch, and the Center on Philanthropy at Indiana University, this is the third edition of the study, which was also issued in 2008 and 2006. High-net-worth households are defined as those with annual incomes of $200,000 or more,… Read more »