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 »