April Professional Development | Bank of America 2023 Philanthropy Study
The handout from this presentation are available to download as PDF HERE.
The infographics are available to download HERE.
Guided by closely held values and beliefs, affluent households are increasingly at the helm of our nation’s charitable landscape. Understanding which motivations and priorities guide these households is critical to any effective fundraising effort.
Holland Dunn, SVP with Bank of America will provide key insights from the 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households conducted by Bank of America Private Bank and Indiana University’s Lilly Family School of Philanthropy. The ninth in the biennial series on the philanthropic behaviors of affluent households in the United States, the 2023 report offers a nuanced understanding of the current terrain along with evidence-based pathways to chart bold new beginnings.
During the discussion, Holland will share:
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Leading trends influencing charitable giving and volunteering
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How the shifting global demography is transforming expectations & casting new opportunities
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Emerging models & evidence-based best practices for engaging women, NextGen & more
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The sector’s new social contract – broader and deeper engagement
Full participation in this session is applicable for 1.25 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Catered lunch is an optional addition to your registration fee. Vegetarian and Gluten Free options will be available.
Presented by Holland Dunn, Senior Vice President and Philanthropic Strategist. Holland Dunn is a Senior Vice President and Philanthropic Strategist for the National Consulting and Advisory Practice at Bank of America Private Bank. In this role, Holland provides counsel to individuals, families, and institutions, adeptly translating closely held values into effective strategies and mission advancement. Holland creates tailored pathways of meaningful and impactful engagement, ensuring the efficient and effective allocation of resources through research-informed practices, evidence-based evaluation, and collaborative enterprises.
