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Study: Next-Generation Investors Look to Financial Advisers for Charitable Planning

NonProfit PRO

Compared to their Baby Boomer counterparts, Generation Y and Z investors are more likely to seek guidance from financial advisers that goes beyond investment management. That includes charitable planning as an important goal, according to a recent report by Fidelity Charitable.

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Study: Next-Generation Investors Look to Financial Advisors for Charitable Planning

NonProfit PRO

Compared to their Baby Boomer counterparts, Generation Y and Z investors are more likely to seek guidance from financial advisors that goes beyond investment management. That includes charitable planning as an important goal, according to a recent report by Fidelity Charitable.

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3 Insights from Giving USA’s ‘Giving By Generation’ Special Report

NonProfit PRO

Nonprofits continue to focus their sights on baby boomers, but as the greatest wealth transfer in history is underway, nonprofits will need to adjust their thinking, futureproof their donor databases and find ways to connect with younger generations.

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Qgiv’s Generational Giving Study and Giving USA’s “Giving by Generation”: A Comparison

Qgiv

Knowing what inspires each generation to give to your nonprofit is important to ensuring your financial stability as an organization. While Baby Boomers and Generation X are the majority of donors today, Millennial and Gen Z donors will need to be stewarded for the future prosperity of your nonprofit.

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Case Study Highlights Future of Philanthropy Depends on Next Gen Donor Learning

NonProfit PRO

Titled 'Next Gen Donor Learning: Lessons for Effective Programs from Houston and the Field,' the report identifies core questions facing any next gen donor learning effort and offers practical guidance for tackling each question.

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Understanding the Psychology of Why Donors Give to Nonprofits

Nonprofit Tech for Good

When you think of why your nonprofit’s donors support your organizations, do you expect each of their motivations to be the same? This person fears offending donors by asking at the “wrong” time. What has Research Shown About Why Donors Give? The Millennial Impact Project studied why donors across generations start giving.

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How can nonprofits successfully engage the next generation of donors?

ASU Lodestar Center

Illustration generated by DALL·E. The sustainability of the nonprofit sector relies on cultivating the next generation of donors. Additionally, in a study conducted by Yordanos Eyoel, Millennials have reportedly low levels of trust in civil society and demand accountability from organizations. Recommendations. Conclusion.