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OD: Charitable Behaviors and Motivations of Wealthy Donors

Recorded March 8, 2011, 1:30 PM ET

Overview

What inspires individuals and organizations to donate to your institution? What trends can we expect to see from high net worth (HNW) philanthropists? How do you retain your donors and keep them engaged? The 2010 Bank of America Merrill Lynch Study of High Net Worth Philanthropy examines these questions and offers an in-depth analysis of donor trends and engagement. Join experts from Bank of America Merrill Lynch and the Center of Philanthropy at Indiana University as they discuss recent findings in this study.

In addition, the webcast will cover the nonprofit sectors wealthy donors support, how they direct their largest gifts, what motivates them to give and to discontinue support to an institution, where and how often they volunteer, and who they turn to for advice about philanthropy.
 
Special Pricing! Registrants of this webcast will receive a complimentary copy of Planned Giving Administration: The Business Officer's Guide with the purchase of the following two books at a discounted price: The Endowment Model of Investing: Return, Risk, and Diversification, Philanthropy, Fund Raising, and the American Capital Campaign: A Practical Guide Don't miss this special offer!

What You Will Learn:

  • To understand the philanthropic tendencies of HNW donors
  • To identify HNW donors’ expectations of nonprofit organizations and what your institution might do to meet these expectations
  • To learn what types of advice HNW donors rely upon you to provide
  • To explore the need for, and effects of, donor and donor family engagement

Who Should Participate?

  • Chief Advancement Officers
  • Presidents
  • Chancellors
  • Provosts
  • Development Officers
  • Chief Financial Officers
  • Chief Business Officers

Meet the Presenters:

  • David Ratcliffe, CAP®, CTFA Bank of America Merrill Lynch Philanthropic Management
  • Dr. Una Osili, Director of Research, The Center on Philanthropy at Indiana University

Course Information:

  • Course Level: Intermediate
  • Length: 90 minutes
  • Prerequisites: none

Fees

Member Site Fee: $0.00
Non-Member Site Fee: $49.00

Sponsor


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CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.