What Motivates Affluent Households’ Giving?

Posted , by Elizabeth Vana, Client Coordinator. Topic: Donor Acknowledgement, Donor Retention, Donors, High-Net-Worth Individuals, Major Donors, Philanthropy Research & Events.

What Motivates Affluent Households’ Giving? By Hilary Fulp, Vice President Last week I attended an invitation-only presentation in Hampton Roads hosted by Bank of America on their new research on high-net-worth households’ giving–the 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households. At this event, The Curtis Group President Keith Curtis, Bank of America’s Managing Director &… Read more »

Key Takeaways of Giving USA 2023

Posted , by Keith Curtis, President. Topic: Donors, Fundraising, Fundraising by Sector, Funds and Funders, Giving USA, High-Net-Worth Individuals, Major Donors, Philanthropy Research & Events.

What are the key takeaways of Giving USA 2023? According to Giving USA 2023, charitable giving in this country totaled $499.33 billion in 2022. Impacted by economic challenges, this is a 3.4% decrease in current dollars year-over-year; however, it comes after two record years of giving. Where Did the Generosity Come From? Contributions by Source The Headlines for Sources of… Read more »

Navigating the Range of Giving Vehicles

Posted , by Keith Curtis, President. Topic: Donor Advised Funds, Donors, Fundraising, Funds and Funders, High-Net-Worth Individuals, Major Donors, Planned Giving, Webinars and Videos.

In case you missed our most recent webinar, be sure to check out the recording to learn more about the giving vehicles impacting donor behavior and the nonprofit sector. The number of possible giving vehicles continues to rise, from donor-advised funds to Qualified Charitable Distributions, from bequests to stock donations and everything in between. It is critical that… Read more »

Webinar: REAL Conversations with Major Donors

Posted , by Lauren Greene, Client Manager. Topic: Donor Communication, Donor Prospects, Donors, Fundraising, Gift Solicitation, High-Net-Worth Individuals, Major Donors, Major Gifts Programs, Making the Ask, Webinars and Videos.

Wondering what you could and should be doing today to prepare for a stronger major gift program tomorrow? Even during these constantly changing times, the fundraising cycle works- cultivation, solicitation, and stewardship- but what does this cycle look like in practice? This practical presentation will show you the proven steps to have meaningful conversations and build stronger relationships with… Read more »

Three Ways to Start Your Year on the Right Foot

Posted , by Kaitlin Robb, Consultant and Marketing Director. Topic: Development Plan, Donor Acknowledgement, Donor Communication, Donor Retention, Donors, Fundraising, Major Donors, Major Gifts Programs, Nonprofit Management, Year-End Giving.

Three Fundraising Best Practices for Your New Year By Kaitlin Robb Consultant & Marketing Director After the intensity of the holidays and year-end giving, nothing beats a fresh calendar and a new year. Before you move forward, consider incorporating these best practices both now and throughout the year. ​Thank Your Donors Did you get an influx… Read more »

Decoding Donor-Advised Funds

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

Decoding Donor-Advised Funds As posted at Giving USA Donor-advised funds began in the 1930s, but in recent years these funds have become the fastest growing vehicle in philanthropy. Giving USA recently released a highly anticipated Special Report on Donor-Advised Funds.  You can access the full report on the Giving USA Foundation website. My colleague Victoria Dietz also recently… Read more »

Maximize Dollars from Donor-Advised Funds

Posted , by Victoria Dietz, Vice President. Topic: Donors, Fundraising, Funds and Funders, Giving USA, High-Net-Worth Individuals, Major Donors, Webinars and Videos.

  Victoria chats with Anna Pruit, managing editor of Giving USA at Indiana University Lilly School of Philanthropy about their recent report on Donor-Advised Funds. Find out where the dollars went, how things changed in 2020 and what you could be doing with this information to raise more dollars. To purchase the full report visit the Giving… Read more »