By Jody Dilday, Philanthropic Advisor
Wouldn’t it be helpful to read your clients’ minds? Especially when it comes to understanding their values, goals, and charitable intent.
Good news: You don’t have to guess. Research provides helpful insights into what motivates charitable clients—and how you can meet them where they are.
Consider this: In 2024 alone, Americans gave an estimated $592.5 billion to U.S. charities, according to Giving USA. That’s a powerful indicator that philanthropy is alive and well. In fact, more than 85% of affluent households give to charity each year.
So what’s driving this generosity? Here are a few key mindsets your clients may already have:
“We want to make the world
better—starting here at home.”
People are more likely to give to local causes. A study from the University of
Chicago Booth School of Business found that donors are significantly more
inclined to support local charities over national or international ones. At the
Community Foundation, we see this every day as donors work with us to make a
difference in
the places they call home. We’re here to help your clients
support local causes in thoughtful and effective ways.
“Giving makes us feel good.”
Charitable giving isn’t just good for the world—it’s good for your clients,
too. Studies show that philanthropy has both emotional and physical benefits.
That’s in stark contrast to the often stressful experience of estate planning,
which can bring up concerns about mortality, family conflict, or financial
uncertainty. By weaving charitable giving into the process, you help create a
more positive, purpose-driven experience.
“We want to know our giving really
matters.”
Your clients want more than a tax deduction—they want to make a difference.
Today’s philanthropists are eager to address complex issues and support
long-term solutions. Many are rethinking their role, looking beyond immediate
gifts to long-term strategies that sustain change over time. That might include
establishing an endowment,
setting up a donor
advised fund, or even engaging in advocacy.
At the Community Foundation, we stay closely connected with a broad network of nonprofits across the state. We know where the needs are—and how your clients can align their giving to achieve meaningful impact.
Let’s talk. We’re here to support you and your clients in making charitable giving more strategic, joyful, and rewarding.