In this episode, Dr. Rob Harter talks with Dianne Bailey, Managing Director and National Philanthropic Strategy Executive at Bank of America Private Bank, about the changing landscape of nonprofit fundraising, affluent donors, and the future of charitable giving. Dianne brings decades of experience in philanthropy, nonprofit law, donor strategy, and foundation work, offering a unique view from the intersection of donors and nonprofit leaders.
Rob and Dianne discuss key findings from the Bank of America Study of Philanthropy, including why total giving is increasing while fewer households are giving, how nonprofits can build deeper donor relationships, and why volunteer engagement often leads to greater generosity. They also explore donor advised funds, planned giving, women in philanthropy, rising-generation donors, and the massive intergenerational wealth transfer that could reshape nonprofit fundraising for decades to come.
Key Topics Include:
- Why fewer affluent households are giving, even as total charitable giving continues to rise
- How nonprofits can move from transactional fundraising to relational donor engagement
- The importance of listening to donors and aligning giving opportunities with their values, interests, and experiences
- Why volunteers often become stronger, more generous long-term donors
- How nonprofits can prepare for the great intergenerational wealth transfer through planned giving
- Why women and rising-generation donors should be key priorities for nonprofit fundraising strategies
- How donor advised funds can help nonprofits receive larger and more strategic gifts
Mentioned in This Episode:
- Bank of America Study of Philanthropy
- Connect with Dianne Bailey on LinkedIn
This Episode is Sponsored By:
Links to Resources:
- Interested in Leadership and Life Coaching? Visit Rob’s website: RobHarter.com
- Find us on YouTube: Nonprofit Leadership Podcast YouTube Channel
- Suggestions for the show? Email us at nonprofitleadershippodcast@gmail.com
- Request a sample coaching session: Email Rob at rob@robharter.com
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