Tag Archives: affluent donors

Review of Charitable Giving by Affluent Households – Part 2

January 4, 2024Fundraising Insightsaffluent donors, major gift, non-cash gifts, philanthropy, wealth, wealth report, women philanthropyElisa Shoenberger

What is this Report?

The 2023 Bank of America Study of Philanthropy report is the 9^th biennial examination about philanthropic attitudes, priorities, and more for affluent US households in 2022. It is written as a collaboration between Bank of America and the Indiana University Lilly Family School of Philanthropy. It is based on 1,623 wealthy US households, defined as either a net worth $1M+ or annual household income of $200K+. The average mean income was $523,472 and average mean wealth of $31M.

The report was full of so much valuable information, we decided to split it into two blog posts.

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Review of Charitable Giving by Affluent Households – Part 1

November 29, 2023Fundraising Insightsaffluent donors, Bank of America, Black philanthropy, DAFs, donor advised funds, philanthropy, wealth, wealth report, women philanthropyElisa Shoenberger

What is this Report?

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Review Capgemini World Wealth Report series 2023 Wealth Management

July 28, 2023Fundraising Insightsaffluent donors, Blended Gifts, Capgemini, ESG, global wealth, HNWIs, philanthropy, Planned Giving, wealth, wealth reportAspire Research Group

What is this Report?

The report is the 27^th annual world wealth report by Capgemini Research Institute. The report analyzes the state of wealth and wealth management across the world in the prior calendar year. The report focuses on High Net Worth Individuals (HNWIs) defined as individuals with assets of $1M+ and over.

What are key findings from the article?

The global economy showed signs of slowing compared to prior years. Notably, the global economy grew 3.2% in 2022, compared to 6% in 2021. North America saw a steep decline in HNWI wealth of 7.4% and HNWI population in 6.9% but North America remains number 1 in wealth amount and total population. Asia-Pacific and Europe saw declines in both wealth and population of HNWI. Africa, Latin America, and Middle East saw growth.

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Neon One’s Donors: Understanding The Future of Individual Giving – Part 1

December 19, 2022Fundraising Insightsaffluent donors, Black philanthropy, donor research, first-time donors, major gift, Neon One, prospect research, volunteer, wealth, wealth reportElisa Shoenberger

What is this Report?

NeonOne set out to understand what individual giving looks like in the post-pandemic world. By reviewing many sources including academic journals, industry reports, blogs, and more, they have synthesized six questions:

Who are our donors?
What do our donors support?
When do our donors give?
Where are our donors?
Why do our donors give?
How do our donors give?

Due to the length of the report, Aspire will focus on the first three questions. The second part will be published in 2023.

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