Fundraising Talks
News and updates from the USM Office of
Advancement Research

Upcoming Events

 

Fundraising in Uncertain Times: Tips to Boost Individual Giving 

September 24, 10 am


Doing More with Less – Practical AI for Non-profits

October 15, 5-6 pm ET/2-3 pm PT


AFP Webinar: Understanding and Working with Donor Motivations

October 8, 1 pm ET


Tell Me More...

Looking for funding opportunities? We've identified a few funds that might be useful to you. Visit the links below to learn more about the requirements and deadlines for these opportunities. 


The M&T Charitable Foundation & M&T Bank 
Deadline: October 31, 2025


Eddie C. and C. Sylvia Brown Family Foundation Grant Program 
Deadline: September 30, 2025


France-Merrick Foundation
 Deadline: December 5, 2025, LOI


The Campbell Foundation Deadline: September 30, 2025 

Contact Us


Sapna Varghese

Director of Advancement Research

301.445.2709


Lois Baker

Prospect Researcher


Bethany Jones

Office Clerk

301.445.1950

Letter from the Director

Welcome to the September edition of Fundraising Talks.


We’re approaching the final quarter of 2025, which means it’s nearly time to launch year-end strategies to connect with both new and longtime donors. Our campuses are in full swing as students, faculty, and staff return for another academic year. Meanwhile, philanthropy is evolving and facing new challenges shaped by federal policies. In today’s environment, development professionals should focus on aligning their institution’s mission with donor values to build meaningful and lasting relationships. Let’s take a look at the current philanthropic landscape in the United States.


The 14th edition of CCS Fundraising offers fresh insights into the state of charitable giving in the U.S. The 2025 Philanthropic Landscape report is a valuable resource for fundraisers and a reliable guide for strategic planning. As we learned from the Giving USA report, total giving in the U.S. reached $592.5 billion in 2024—a clear reminder of the generosity and impact-driven spirit of donors nationwide. Other key findings include:


  • The top 50 mega-donors gave $16.2 billion in 2024. Interestingly, only 19 of the wealthiest Americans gave at this level, leaving room for growth in this segment.
  • Education, climate, and health remain the top philanthropic priorities for high-net-worth individuals.
  • Corporate giving reached a record $44.40 billion, while foundation giving surpassed $100 billion.
  • Mobile giving continues to grow: 54 percent of Millennials, 45 percent of Gen Z, and 43 percent of Gen X made donations via mobile in 2024.
  • Nonprofits are rapidly adopting AI, with 77 percent expecting to integrate it across operations within the next three to five years.


Wealth is also shifting geographically. The fastest-growing hubs in the U.S. include Scottsdale, AZ; West Palm Beach, FL; the Bay Area; Miami; and Washington, DC. Fundraisers can strengthen their efforts in these regions with personalized engagement strategies targeted toward younger, more diverse donors. Conducting segmentation and analysis of your institution’s donor base can help identify these opportunities.


Looking ahead, the projected $124 trillion intergenerational wealth transfer over the next 25 years offers unprecedented potential. Of that, an estimated $85 trillion is expected to pass to Millennials and Gen Z, underscoring the importance of connecting with these generations now. Investing in the right technology will help nonprofits continue building authentic, effective relationships with them.


As always, we welcome your questions, comments, or requests for support with fundraising research!


Best regards,

 Sapna and the USM Advancement Research Team


 

The Right Nonprofit Email Frequency: Data-Driven Tips for Your Strategy

Google’s new Gmail “Manage Subscriptions” feature that launched in July makes it easier for users to see and unsubscribe from marketing emails, which could challenge nonprofits that rely on email fundraising. Email volume is expected to rise again this year, but crowded inboxes raise the question of how much is too much.


This article by NonProfitPRO recommends using six key performance indicators to guide email frequency and strategy:


  • Delivery Rate – The percentage of emails that successfully reach inboxes. A healthy program maintains 95 percent or higher, ensuring you’re not paying to store invalid or inactive contacts.
  • Open Rate – The share of recipients who open your email. A strong range is 40–60 percent. High open rates (with low unsubscribes) indicate subject lines and frequency are working and that you may be able to safely send more.
  • Click-Through Rate – The percentage of people who click links after opening. Aim for 3 percent or higher. This shows whether your content and calls-to-action are engaging.
  • Send Volume – The total number of emails you send. Using smart-send tools (like send-time optimization or segmentation) ensures messages reach the right people at the right time.
  • Unsubscribe Rate – The percentage of recipients opting out. Keep it below 0.5 percent. Rising unsubscribes mean your content, frequency, or targeting isn’t matching audience expectations.
  • Revenue per 1,000 Emails – How much money is raised for every 1,000 emails sent. A common benchmark is $60 per 1,000. This metric ties directly to your open and click-through rates.


Today’s most effective email programs focus on quality over quantity. AI and segmentation tools can help nonprofits personalize communications, but success depends on using data to balance frequency with donor engagement. Click here to read more.

Majority Of Companies Say Federal Pressure Impacts Their Philanthropy

In 2025, two-thirds of companies report their nonprofit partners have lost government funding, leading to layoffs and program cuts. In response, corporations are offering more unrestricted and in-kind support (technology, capacity building, volunteers) but are also reducing the number of nonprofit partners.


Amid political and legal pressures, companies are tightening oversight of corporate citizenship programs. About one-third now require senior or legal approval for some grants, and over half have expanded coordination with compliance teams, updated guidelines, and strengthened due diligence.


Corporate philanthropy is under pressure to align more closely with business priorities, demonstrating financial discipline and governance. Although giving remains steady, geopolitical tensions, trade issues, tax changes, and supply chain disruptions are causing companies to delay growth and reassess their giving strategies. For nonprofits, this means increased uncertainty, potential staff and program cuts, and possible consolidation or mergers as corporate funding decisions shift. Click here to read more.

Five Data Points Missing from your Major Donor Prospect Profiles

Strong prospect research goes beyond wealth, giving history, and board memberships. The best major donor profiles focus on how to cultivate relationships, not just whether someone can give. Five key data points make profiles more actionable:


  • Recent Life Events: Milestones like retirement, business sales, or new family members often trigger both capacity and motivation to give.
  • Family Interests: Spouses’ or children’s passions can unlock new donor connections.
  • Giving Patterns: Gift size, geography, and type of recipient reveal how to frame your ask.
  • Crowdfunding Donations – Small, personal gifts on platforms like GoFundMe can signal authentic passion.
  • Due Diligence and PR Risks: Vet prospects for potential reputational risks and understand how they engage in public discourse.


Actionable donor profiles lead directly to stronger cultivation strategies. Adding one of these data points can elevate your research.

More With What You Have: The “New Math” of Advancement in Higher Ed

Universities are facing declining enrollment, reduced international tuition, post-COVID challenges, and new costs like compensating athletes. Presidents now expect advancement offices to help bridge these gaps. According to BWF, the solution is intelligent automation that frees staff from repetitive tasks like gift entry, data pulls, acknowledgments, and event registration so they can shift into higher-value work like research, donor engagement, and frontline fundraising.


However, automation isn’t just about buying software. Success requires a strategic roadmap that involves sequencing which processes to automate, retraining staff, addressing CRM data quality, and ensuring systems integrate smoothly. The biggest challenge is managing the human side of change. Staff must see automation as job evolution, not elimination, through transparent communication and development plans.


Done right, automation enhances the donor experience by streamlining important tasks while personal interactions such as major gift conversations, stewardship, and customized outreach remain human. Click here to read more.

Privacy, Policies and a Perpetual Presence: Recapping Takeaways from Apra PA’s AI Roundtable

Deborah Drucker, manager of prospect development at the City College of New York, gave prospect development professionals a space to discuss AI use and challenges, which turned into APRA's AI roundtable.


Two major themes emerged from the discussions: data privacy and organizational policies. Privacy concerns are widespread, from legal obligations in healthcare and higher education to fears that AI could share proprietary data. First-degree uses (direct input) and second-degree uses (third-party AI tools) both carry risks.


Most organizations are still developing guidelines and policies and questions remain about leadership, technology vetting, and rules for different AI uses. Despite concerns, AI is here to stay, and hands-on experience is essential. Having a designated AI lead in your team can help guide usage, set policies, and ensure safe, effective adoption. Click here to read more about the roundtable.

How Donor-Advised Funds Are Bringing Big Results to Fundraising Across the Board

As you have undoubtedly heard or seen, donor-advised funds are growing in popularity. DAFs offer donors tax benefits and simplified giving while providing nonprofits with a new revenue stream. Planned Parenthood’s mid-level program, for example, saw DAF grants jump ninefold during a targeted campaign, with DAFs now accounting for 37 percent of mid-level revenue.


DAFs also represent a largely untapped opportunity in peer-to-peer fundraising. The Alzheimer’s Association integrated DAF payments into its Walk to End Alzheimer’s platform, raising $1.2 million across 1,858 gifts in ten months. Their success relied on three pillars: technology integration, staff training, and participant education.


Nonprofits can significantly grow mid-level and peer-to-peer revenue by proactively engaging DAF donors, aligning messaging, and providing clear tools and education for both staff and participants. Click here to learn how.