Tag Archives: donor advised funds

Review of Charitable Giving by Affluent Households

Review of Charitable Giving by Affluent Households – Part 1

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What is this Report?

The 2023 Bank of America Study of Philanthropy report is the 9th 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.

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Review of Fidelity Charitable Giving Report 2023

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What is this Report

The report is an annual report of Fidelity Charitable donor advised giving for the prior year. It explores both giving to Fidelity Charitable donor advised accounts as well as giving from donor advised funds to charities.

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Neon One’s Donors: Understanding The Future of Individual Giving – Part 2

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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?

In Neon One’s Donors: Understanding The Future of Individual Giving – Part 1, we focused on the first three questions. In this Part 2, we are focusing on the last three questions.

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