CCS Fundraising is proud to share the Portrait of Jewish Giving Today, a new report offering an in-depth look at the motivations, expectations, and aspirations of next-generation Jewish philanthropists.

Since October 7th, Jewish communities around the world have been navigating a rapidly evolving landscape. During this moment of transition, a historic transfer of wealth is also underway.

Through qualitative research, this report explores how Gen X and Millennial donors are shaping the future of Jewish philanthropy, grounded in heritage and guided by purpose. 

Key insights in the report include:  

  • A generational evolution in Jewish philanthropy: Emerging leaders are defining their own philanthropic legacies and reimagining what it means to give Jewishly in a changing world. 
  • Values as a bridge to broader impact: Donors view Jewish identity as a foundation for addressing both community priorities and global causes. 
  • Connection and trust as drivers of giving: Transparency, authenticity, and shared purpose are key to meaningful donor relationships. 

We view this research as an opportunity to listen, learn, and strengthen engagement. The Portrait of Jewish Giving Today provides Jewish nonprofit leaders with valuable insight to deepen relationships, build trust, and sustain vibrant, connected communities for generations to come. 

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Jewish Philanthropy Since October 7

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When your fundraising team thrives, your organization thrives. But in a high-pressure, fast-paced healthcare fundraising environment, attracting and keeping top fundraising talent can be challenging. High turnover disrupts donor relationships, stalls campaigns, and drains both time and resources. Understanding what motivates staff, what drives engagement, and how to provide meaningful support is key to creating a stable, high-performing team.

“Hospital and health system fundraisers carry a unique emotional load. Creating space for them to process, connect, and celebrate is essential to keeping talented people engaged in a deeply human profession that is often driven by critical moments for themselves or their families,” CCS Fundraising Managing Director Ted Blackburn says. 

Retaining fundraising talent in healthcare nonprofits requires approaches that address both the universal needs of employees and the distinct pressures of working in a healthcare environment such as hospitals or health systems. Healthcare fundraisers often balance high-stakes donor conversations with complex medical situations and emotionally charged patient stories.  

In a CCS survey of nonprofit leaders, just 24% of participating healthcare institutions reported increasing fundraising staff in 2024, down from 34% in 2023, while roughly half said they increased staff pay over the past three years. These findings highlight the sector-specific staffing pressures that make targeted retention strategies essential. 

“Burnout has long been a top concern for healthcare staff, but the COVID-19 pandemic pushed it to a breaking point. It’s clear that the traditional business model for healthcare nonprofits is not designed to meet the modern needs these organizations face,” says Katlyn Torgerson, Executive Vice President at CCS. “These are complex ecosystems, and fundraisers need clarity on clinical priorities, partnership with medical teams, and defined growth paths within the institution to stay committed and effective.” 

Here are a few strategies tailored specifically for healthcare organizations to help retain and motivate your team. 

Wellbeing & Resilience 

Fundraising in healthcare can be emotionally intense and high-pressure. Supporting your team’s wellbeing ensures they can stay engaged, avoid burnout, and thrive even during crisis peaks. 

1. Recognize the Emotional Weight of the Work 

Fundraising in healthcare often means engaging with stories of illness, loss, and resilience. This emotional intensity can take a toll on staff wellbeing if not supported. Acknowledging this reality—and equipping staff with coping resources—helps prevent burnout. 

Implementation Idea: Offer counseling, resilience training, or peer support circles specifically for staff who work closely with patient families.  

2. Prioritize Wellbeing During Crisis Peaks 

Hospitals and health systems operate under intense cycles—from flu season to public health emergencies. During these times, philanthropy teams often face heightened donor demands and institutional pressure. Supporting staff resilience during crisis peaks is essential for retention. 

Implementation Idea: Provide flexible scheduling, wellness stipends, or redistribute workloads temporarily during high-pressure periods so staff feel supported, not overwhelmed.  

3. Promote Transparency Across the Organization 

Transparency fosters confidence, reinforces shared purpose, and builds a culture where employees feel valued and included. When leadership communicates openly about organizational challenges, financial realities, and upcoming changes, it builds trust, reinforces shared purpose, and helps healthcare workers feel respected and included. Open communication fosters confidence, reduces disengagement, and strengthens unity across the institution, including philanthropy teams.  

Implementation Idea: Share consistent, candid updates about performance, staffing, and strategic priorities through town halls, internal newsletters, or staff forums. 

Growth & Career Development 

Fundraisers are more likely to stay when they see clear paths for growth and opportunities to build skills that strengthen both their role and the organization.  

4. Build Specialized Career Pathways 

Healthcare philanthropy is a highly specialized field. Staff are more likely to stay if they see a clear path for growth within the system rather than feeling they must leave for advancement opportunities. 

Implementation Idea: Create defined career ladders that align with the specific needs of healthcare organizations, such as grateful patient fundraising, major gifts for capital projects, or planned giving for research endowments. 

5. Create Cross-Department Mentorship 

Healthcare organizations are vast ecosystems where philanthropy can sometimes feel siloed. Connecting fundraisers with mentors across departments helps them understand operations more fully and fosters stronger institutional loyalty. 

Implementation Idea: Pair philanthropy staff with mentors in finance, patient services, or clinical departments to provide perspective and build internal networks. 

6. Align Fundraising Goals With Clinical Priorities 

Philanthropy staff thrive when their goals clearly connect to urgent healthcare needs. Misalignment can lead to frustration and disengagement if staff feel their efforts aren’t driving real impact. 

Implementation Idea: Hold quarterly joint planning sessions with philanthropy leaders and clinical leadership to ensure fundraising priorities reflect the most pressing initiatives. 

7. Provide Access to Healthcare Philanthropy Networks 

Retention improves when staff feel part of a professional community beyond their organization. Access to sector-specific networks affirms the importance of their work and expands learning opportunities. 

Implementation Idea: Cover memberships in the Association for Healthcare Philanthropy (AHP), or similar organizations, and provide budget for staff to attend healthcare-specific fundraising conferences. 

Strengthening Connections Across the Organization 

Retention is also about how your team interacts with the broader institution, including clinicians, donors, and organizational culture. Building these connections reinforces purpose, recognition, and engagement. 

8. Connect Staff Directly to Mission Impact 

Healthcare fundraising can sometimes feel abstract, especially for staff who aren’t on the clinical front lines. Creating opportunities for fundraisers to witness how philanthropy directly affects patient care reinforces their sense of purpose and pride in the work. 

Implementation Idea: Invite fundraisers to shadow clinicians, attend patient-family gratitude events, or tour facilities built with philanthropic support. These experiences deepen staff understanding and strengthen their connection to the organization’s mission.  

9. Offer Clinical Immersion Opportunities 

Fundraisers must often explain complex medical initiatives to donors. Without sufficient context, they may feel unprepared or disconnected from the cause. Providing staff with access to clinicians and researchers helps them communicate impact with confidence and authenticity. 

Implementation Idea: Host quarterly “lunch and learns” or Q&A sessions with physicians, nurses, or researchers so philanthropy staff can better understand the science, treatments, and innovations that donors support. 

10. Foster a Culture of Gratitude Across the Organization 

Recognition shouldn’t come only from within the philanthropy team. Staff feel valued when appreciation also comes from healthcare organization executives, clinical leaders, and the broader institution. 

Implementation Idea: Encourage leadership to spotlight philanthropy achievements in newsletters, town halls, or unit celebrations. A visible culture of gratitude reinforces retention. 

11. Celebrate Patient-Driven Philanthropy Wins 

One of the most rewarding aspects of healthcare fundraising is seeing grateful patients and families turn their experiences into meaningful gifts. Celebrating these moments boosts morale and reminds staff of the impact their work facilitates. 

Implementation Idea: Share donor and patient stories internally, highlighting how gifts transformed care or research. Recognize staff contributions in making those connections possible. 

Sustaining a Thriving Fundraising Team 

Retention strategies are not just administrative tasks; they shape the culture and success of your fundraising team. Healthcare organizations that intentionally support, develop, and recognize their staff are more likely to retain top talent, foster engagement, and sustain fundraising excellence.  

By focusing on meaningful connections to mission, targeted professional growth, staff wellbeing, and recognition, organizations can create an environment that nurtures talent, builds loyalty, and strengthens the impact of every fundraising initiative. The result is a resilient team ready to meet donor expectations, advance organizational goals, and contribute to the broader mission of their hospitals or health systems and the communities they serve. 

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Do Donor-Advised Funds Respond to Nonprofit Financial Distress? 

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The Future is #DAF: Donor-Advised Fund Growth and How Nonprofits Can Benefit

October 15, 2025

As donor-advised funds grow, nonprofits have an unprecedented opportunity to engage donors, accelerate giving, and connect intent with immediate impact.

SEE ALL IN: Health

CCS Fundraising is excited to share a new report, report, Do Donor-Advised Funds Respond to Nonprofit Financial Distress? Insights from the 2022 Economic Slowdown.

This publication, researched and written by the Indiana University Lilly Family School of Philanthropy, examines how donor-advised funds (DAFs) respond when nonprofits face financial strain, both during major crises and in quieter moments of economic uncertainty.   

This data-driven report analyzes DAF grantmaking from 2018–2023 to understand donor behavior across different types of financial pressure, offering practical insights for nonprofits seeking to strengthen their financial resilience today. 
  

Key insights in the report include:  

  • DAF giving surged to human service organizations during the COVID-19 pandemic, growing about 20% more than otherwise expected.  
  • In the 2022 economic slowdown, DAF donors modestly increased support to financially vulnerable nonprofits.  
  • Donors appear to rely on simple, visible signals (like organizational size) when deciding which nonprofits may need support.  

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The Future is #DAF: Donor-Advised Fund Growth and How Nonprofits Can Benefit

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2025 Philanthropic Landscape, 14th Edition

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Philanthropy and Economic Outlook Webinar

March 12, 2024

The economy’s impact on philanthropy is one of the most pressing topics for nonprofit leaders today. Plan your organization’s fundraising with confidence with this on-demand video and accompanying article.

Donor-advised funds (DAFs) are changing the way philanthropy happens—making giving faster, more flexible, and more strategic. In recent years, DAFs have become one of the most widely used vehicles for charitable giving, allowing donors to make tax-deductible contributions to a public charity and then recommend grants to the nonprofits they care about most. 

This model offers donors both immediacy and intentionality: they can contribute assets when it makes financial sense and distribute those funds when needs arise. For nonprofits, DAFs represent a growing channel for sustained, values-driven support.

“When I consider donor-advised funds, I imagine new opportunity,” says Elizabeth Abel, Senior Vice President at CCS Fundraising, “an opportunity to connect donor intent with impact, to turn long-term planning into immediate generosity.”


Donor-Advised Funds: Growth, Debate, and Opportunity
 
 

Early in 2025, several major studies—including the 2025 DAFgiving360 Giving Report,2 the 2025 FreeWill Donor-Advised Fund Report,3 and the Independent Report on DAFs (IPS, 2025)4—confirmed that DAFs remain one of the fastest-growing and most debated tools in philanthropy. Together, these reports highlight the increasing prevalence, unique benefits, and ongoing questions about DAFs. 
 
Abel notes, “The data confirm what we see in practice: DAFs are not only expanding in scale but also changing how nonprofits engage major donors and integrate a range of giving vehicles into their gift request strategies.”  
 

The Expanding Scale of Donor-Advised Funds 
 

In recent years, donor-advised funds have evolved from a niche vehicle into one of the most powerful forces in philanthropy. In 2019, National Philanthropic Trust reported $27.4 billion in grants, $38.8 billion in contributions, and nearly 874,000 accounts; already more than triple the 2015 total.5 Since 2019, growth has accelerated. By 2023, charitable assets in DAFs nearly doubled to $251.5 billion, even as contributions declined by 21.7% and grants dipped by 1.4% in response to economic conditions.6 

Abel advises, “Many nonprofit leaders recognize that these shifts influence strategy and timing for major donor engagement. DAFs are not just a funding mechanism,” she continues. “They are a strategic tool for building relationships, advancing missions, and empowering donors to create immediate and long-lasting impact.” 
 

DAFs in Times of Crisis 


DAFs have become a highly responsive method of giving in times of crisis. During the first months of the COVID-19 pandemic, grantmaking rose nearly 30% year-over-year:7
 

  • $8.32 billion was granted in the first half of 2020, compared with $6.41 billion in the same period in 2019.7 
  • The number of grants surged by 37%, from 945,000 to nearly 1.3 million.7 

That pattern has continued. In 2025, DAF donors directed $148 million to disaster relief, supporting humanitarian crises abroad and natural disasters in the U.S.2  

 “DAFs allow donors to act quickly when urgent needs arise, giving nonprofits financial resources for immediate results without sacrificing long-term planning,” Abel says. 


Donor-Advised Funds: Opportunity and Debate
 
 

The opportunities DAFs present are undeniable: they allow donors to give strategically, offer flexibility in timing, and enable contributions of assets beyond cash.1 Nonprofits increasingly see DAFs as an essential fundraising channel, with many reporting that donors who shift to DAF giving often increase their overall generosity—sometimes doubling their annual giving.10 
 
Yet the debates about transparency and payout rates have sharpened. The 2025 IPS Independent Report on DAFs found that median payout rates remain around 9–10%, well above the 5% required for private foundations, but because there is no mandated minimum for DAFs, critics warn of “warehoused” charitable dollars.4 

Abel emphasizes, “The debate isn’t about whether DAFs are effective. It’s about how nonprofits and policymakers can ensure funds are deployed responsibly while honoring donor intent.” 

Concerns also persist about foundation-to-DAF transfers, estimated at more than $3 billion annually, which can make it harder to see where donations actually go, and can make it less clear whether foundations are really giving out as much as they are supposed to.4

With DAF assets exceeding $250 billion in 20236 and widely expected to approach $300 billion by the late 2020s, the conversation is evolving. Policymakers, nonprofits, and sponsors are navigating how to balance donor flexibility with public benefit and transparency.4,6 
 

#HalfMyDAF and the Rise of Proactive Giving 
 

All eyes turned to DAFs in 2020 with the launch of #HalfMyDAF, a matching challenge created by philanthropists Jennifer and David Risher to inspire donors to give sooner rather than later.8 In just five months, the campaign mobilized $8.6 million in DAF grants with $1.4 million in matching funds.8 Relaunched in 2021 with a $20 million goal, the initiative became a touchstone for how urgency-driven campaigns could unlock charitable dollars sitting on the sidelines.8

Years later, #HalfMyDAF has had a sustained effect. By 2025, nearly 40% of all DAF distributions are recurring or scheduled, showing donors’ growing commitment to proactive, sustained giving.2  

Abel notes, “Campaigns like #HalfMyDAF are a reminder that nonprofits can inspire donors to act now, while still supporting long-term goals.” 
 

How to Attract More Donor-Advised Fund Gifts 
 

How can nonprofit leaders translate these insights into action? Abel recommends three practical ways to build a stronger culture of giving through DAFs: 

One: Make DAFs part of the donor dialogue. Normalize DAFs in conversations. Many supporters don’t realize that their retirement assets, appreciated stock, or even crypto can be donated through a DAF.1  Try asking: “Many of our supporters give through a DAF. Would you like to explore how your DAF can be a tool for sustained impact on our community?”

Two: Make it seamless to give through a DAF. Donors expect ease. By 2025, many organizations feature a “Give via DAF” button on their websites through third-party integrations.3 Highlight DAF eligibility in appeals and employer matching campaigns. For example: “Send a check or recommend a grant from your DAF. Double the impact with an employer match.”  Technology is also expanding access. Platforms like GoFundMe’s Giving Funds (launched 2025) are making DAF-style giving available to everyday donors, not just the ultra-wealthy.9 Nonprofits that openly market their readiness to accept DAF gifts will have an edge.

Three: Demonstrate the importance of DAF grants today. Donors want to see how their gifts make an impact. Share examples of how DAF grants helped scale a program, respond to a crisis, or invest in critically needed infrastructure. Use personal donor stories to inspire and create urgency. For example: “Your DAF grant equips us with the resources to meet this challenge head-on.” 


Looking Ahead: The Future of Donor-Advised Funds
 
 

As DAFs continue to grow and technology makes them more accessible, we can expect grantmaking to charitable organizations to expand steadily. The conversation is no longer about whether DAFs matter; they are now central to the future of philanthropy.  

 This growing influence was on full display during DAF Day 2025, when several organizations across sectors experienced remarkable increases in giving through donor-advised funds. 11 
 
“DAFs are influencing the continued evolution of charitable giving,” Abel reflects. “They demonstrate how strategic, donor-aligned philanthropy can fuel long-term solutions while meeting urgent needs. They are a reminder that the future of philanthropy must be both visionary and responsive.” 

Originally published in February 2021.  

References 

1 National Philanthropic Trust, What Is a Donor-Advised Fund? (2025). 

2 DAFgiving360, Giving Report 2025 (2025). 

3 FreeWill, Donor-Advised Fund Report 2025 (2025). 

4 Institute for Policy Studies, Charity Reform Initiative, Independent Report on Donor-Advised Funds (April 2025). 

5 National Philanthropic Trust, 2020 Donor-Advised Fund Report (February 2021). 

6 Associated Press, “Donor-Advised Fund Assets Top $250 Billion, but Gifts In and Out of the Funds Are Down,” October 2024. 

7 National Philanthropic Trust, Donor-Advised Fund COVID Grantmaking Survey (February 2021). 

8 #HalfMyDAF, Campaign Reports (2020–2021). 

9 Associated Press, “GoFundMe Launches Giving Funds to Make Charitable Giving Easier for Everyone,” June 2025. 

10 Chariot and K2D Strategies, DAF Fundraising Report 2025 (2025). 

11 DAF Day DAF Day (2025).  

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For synagogues, summer camps, federations, and other Jewish organizations, the High Holidays offer a time of thoughtful reflection and valuable opportunity to connectJewish life and networks.

The High Holidays are a time of reconnection and renewal for Jews worldwide. They allow communities to recommit to living out Jewish values, highlight the comfort that Jewish communal spaces offer, and encourage personal and collective rededicatation to Tikkun Olam (repairing the world). With so many congregants and constituents turning to their communal organizations during this season, clergy, lay leaders, and professionals have a powerful opening to meaningfully engage donors and inspire greater generosity in the year to come.

1. Celebrate the Resilience of The Community and Surge of Engagement

As we enter 5786, the Jewish philanthropic landscape reflects both the profound trials and the extraordinary resilience Jewish communities have shown in the face of rising antisemitism and global challenges. In 2024, giving rose significantly across the Jewish community: 37% of organizations gained new donors and 27% received increased gifts from existing supporters. Recent data also show 30-35% of these new donors have subsequently remained engaged in 2025. A study by Jewish Federations of North America found a continued surge of engagement in communal spaces, both formal and informal. And while updated data shows a slight slowdown, there remains opportunities to connect over the High Holidays to deep relationships, a sense of communal belonging, and reinforcing long-term engagement.

Whether through personalized outreach, storytelling, or in-person engagement, Jewish organizations can use this season to reconnect with long-standing donors, welcome new supporters, acknowledge impact, and inspire continued investment in Jewish life and security. 

  • Synagogues: Highlight this continued generosity in the congregation president’s High Holiday remarks, and how these additional resources have made an impact in the last year.
  • Summer camps: Share a summer impact report with parents and alumni of your camp.
  • All Organizations: Celebrate the day-to-day work of your professional staff and their commitment to the community in these challenging times.

2. Share New Year Wishes with Donors

This time of year offers a natural touchpoint for donor engagement: reach out to donors and wish them a sweet new year! Whether through a personalized video message from your leadership reaching a broad audience, or phone calls to individual donors, use this time to thank your community for all they have done to advance your shared mission and inspire them for the year ahead, 5785.

3. Engage Donors by Connecting In-Person at Synagogues or Campus-Based Organizations

At least 6 in 10 Jews will attend High Holiday services this fall. With so many donors and prospects entering our religious homes, clergy, lay, and professional leaders have an opportunity to prioritize personal connections with families during this sacred season.

  • Synagogues: Identify a few loyal donors and relevant prospects and equip clergy and lay leaders to make personal contact with each of them before or after services, or in the days leading up to or following Rosh Hashanah.
  • JCCs: Nurture connections by creating communal spaces for High Holidays celebrations, and personally follow up with attendees, especially those who joined for the first or second time.
  • Campus-based organizations: Consider inviting donors to attend upcoming holiday-related programming so they can experience first-hand the impact of their giving.

4. Create Custom Appeal Plans for Renewed Annual Giving

Leverage your existing donor data to identify those who often give or pledge their annual commitments this time of year and invite them to do so again through a customized appeal sequence. Renew expiring payment plans and invite increased giving in the year ahead to meet the growing and evolving needs across the community.

  • All organizations: Invite newly connected constituents to make their first annual commitment and explore multi-year opportunities that cultivate long-term impact and lasting relationships.
  • Federations and synagogues: Highlight stories of impact from the past year in your appeal materials to remind donors how their giving sustains the community and inspires increased commitments.

5. Carry These High Holiday Donor Engagement Efforts Into the New Year

Capturing the energy and connection following the High Holidays helps keep the sweetness of the new year present and smoothly transition into fall fundraising. Track each interaction during the High Holidays. In the weeks and months that follow, find time to sit down with donors to personally share your outlook for the year ahead. Emphasize how their continued generosity will lead to greater impact. As you make plans for the fall, find ways to align donor cultivation, donor engagement, and other constituency events with upcoming holidays and festivals like Sukkot and Simchat Torah to deepen connections with your mission and shared Jewish identity.

CCS Fundraising is proud to partner with Jewish organizations across the sector to advance their important missions. We wish all who celebrate a sweet, meaningful new year. Shana Tova!

More Insights

Publication

The Portrait of Jewish Giving Today

November 20, 2025

This report explores the motivations, expectations, and aspirations of next-generation Jewish philanthropists.

Publication

Do Donor-Advised Funds Respond to Nonprofit Financial Distress? 

October 28, 2025

This report examines how donor-advised funds (DAFs) respond when nonprofits face financial strain with cutting-edge data from across the U.S.

SEE ALL IN: Jewish

Your essential guide to philanthropy

For the past 14 years, CCS’s Philanthropic Landscape reports have compiled and analyzed data from Giving USA and other leading industry sources to reveal an accurate, laser-focused look at the current state of philanthropy in the U.S.

In addition to sharing key stats, in-depth analysis, case studies, and insights on individual, foundation, and corporate giving in 2024, the 14th Edition report also reveals:

  • Current Events: Understand how current socio-political events in the U.S. are impacting nonprofits.
  • Giving by Generation and Sector: Drill down on philanthropy within each sector and donor group, and how to engage your constituency.
  • How to Build AI-Readiness: Learn how your organization can build a culture ready for new technologies integration.

A message from the report’s executive sponsor

Philanthropic Landscape Archive

Discover all our Philanthropic Landscape reports throughout the years.

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14th Edition, 2025

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The front cover of the 2021 Philanthropic Landscape.

12th Edition, 2023

11th Edition, 2022

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1st Edition, 2012

New York, NY — U.S. charitable giving reached $592.5 billion in 2024, a historic level in current dollars. CCS Fundraising’s 2025 Philanthropic Landscape report examines what drove this growth and provides insight for nonprofit leaders planning for the year ahead.

The report combines Giving USA data with CCS research, client insights, and frontline expertise to give a clear picture of giving trends, donor behavior, and sector dynamics, along with actionable guidance for fundraisers and nonprofit executives.

“Record generosity is only part of the story,” said Eric Javier, Principal and Managing Partner at CCS Fundraising and Executive Sponsor of the report. “The philanthropic landscape is changing fast. Nonprofits must strengthen trust with emerging generations, harness new tools and technology like AI responsibly, and invest in the leadership and talent that will sustain their missions for the long term.”

Highlights from the Report

  • Giving climbs to new heights: Total contributions in 2024 reached $592.5 billion
  • Individual donors on the rise: Gifts grew 8.2%, representing two-thirds of all contributions
  • Mega-donors making waves: Top 50 donors gave $16.2 billion, up 32% from 2023
  • Foundations holding steady: Giving topped $100 billion for the third straight year
  • Corporate giving hits record levels: Donations grew 9.1% in current dollars
  • Sector growth across the board: All nine philanthropic sectors gained in current dollars
  • Gen Z faith-based giving surge: Religious donations up 133%
  • Crypto donations surpass $1B: 70% of top charities now accept cryptocurrency
  • Mobile giving dominates younger donors: Especially Millennials and Gen Z
  • Mid-level donors punch above their weight: Small share of donors generating a large share of revenue

A Strategic Resource for Sector Leaders

The 2025 Philanthropic Landscape examines Individual Giving, High-Net-Worth Giving, Foundation Giving, Corporate Giving, and Sector Giving.

Special chapters explore:

  • Artificial Intelligence & the Future of Fundraising: How nonprofits are testing predictive and generative tools
  • People Power in Nonprofits: Workforce trends, leadership transitions, and strategies to retain talent
  • Building Tomorrow’s Donor Base: Engaging emerging generations and strengthening long-term trust

New this year, an International Giving overview and Generational Lens highlight donor behavior across age cohorts. The Emerging Realities section provides a sector-by-sector snapshot of policy shifts, funding developments, legal updates, and cultural trends shaping 2025’s philanthropic environment—highlighting a particularly fast-moving period for the sector.

Client case studies and CCS consultant perspectives add insight on donor-advised funds, mid-level donor engagement, leadership transitions, workforce resilience, and more.

“This report is not just about what happened last year. It’s about what is happening now,” Javier said. “We have paired the data with current developments and expert insight and tactical steps to help organizations think strategically and stay informed.”

To explore the full report, visit www.ccsfundraising.com.

About CCS Fundraising

CCS Fundraising is a strategic consulting firm that has partnered with nonprofits for transformational change for nearly 80 years. CCS provides services including campaign management, strategic planning, data analytics, gift planning, systems and change management, and major gift strategy.

Media Contact

Jackie Nelson, VP Field Marketing
marketing@ccsfundraising.com
www.ccsfundraising.com

One gift is powerful. Many over time? Transformational. That’s why long-term success comes from understanding each donor’s lifetime potential.

In this on-demand video, you’ll learn how cutting-edge predictive analytics and Donor Lifetime Value (DLV) strategies can help your organization build stronger donor relationships and increase fundraising efficiency — even amid shifting budgets and staffing challenges.

You will discover:

  • Why Donor Lifetime Value is a critical metric for nonprofits
  • How AI tools can help you segment and prioritize donors
  • Practical ways to improve retention and revenue
  • Real examples of how leading organizations are applying these strategies

Play the on-demand video above to rethink how your organization engages donors and discover how to unlock the full potential of your champions.

Frequently Asked Questions (FAQs)

Predictive Modeling, Machine Learning & Data

How is predictive modeling implemented with value if only 1% of donors generate most giving?

We know that most organizations generate significant revenue from their top 1% donors but lose about half of these donors over the following six years, so there is a need to find the next set of top donors. Predictive modeling helps identify new major gift prospects from your own database to help keep the pipeline full.

How does predictive modeling differ from RFM?

RFM is an approach for ranking an organization’s donor database, basing the ranking on how much was given combined with the recency of the last gift and the frequency of total gifts. It looks at what has happened historically. Predictive modeling estimates what you might expect to happen in the future. It used your own donor data to build a “statistical characterization” of your good donors and applies that characterization to the full set of donors to find people who look like your good donors, but are not good donors yet.

What machine learning or third-party segmentation tools (e.g., Prizm) are most effective for donor profiling and engagement?

Most machine learning models are built using R or Python, which are programming tools that are used by almost all statisticians and data scientists. Other tools include SAS, SPSS and Minitab. Prizm, and other similar segmentation tools are products are used for creating Personas for which custom messaging can be created.

How much data (donor counts, transactions, etc.) is needed for nonprofits of different sizes to make predictive modeling actionable?

Predictive models work best for files that have a significant number of records and a broad set of fields. We like to see at least 7,500 constituent records. The models should start from the constituent records, with the transaction data joined into the constituent file, aggregated by constituent ID.

Donor Lifetime Value (DLV) & Acquisition

What is an effective approach to building DLV? What key questions should guide how we calculate it?

Calculating donor lifetime value (DLV) usually starts with basic transactional information such as how many gifts a donor makes, how often they give, and the size of those gifts. To get deeper insights, it is also helpful to look at how different types of engagement, such as attending events or becoming a member, affect giving over time.

There are some open-source tools, such as “But Till You Die” (BTYD) models, that can provide a starting point for calculating DLV. But for more advanced methods (for example, combining predictive models and machine learning), it is best to work with experienced partners who specialize in applying these approaches for nonprofits. When calculating DLV, some key questions to ask include:

  • How often do donors typically give?
  • What is the average size of their gifts?
  • How long do donors usually stay engaged with our organization?

Do certain types of engagement, like event attendance or memberships, lead to higher giving over time?

How should we balance revenue between retention, acquisition, and upgrades when thinking about long-term DLV?

Balancing revenue between retention, acquisition, and upgrades is one of the hardest questions fundraisers face. DLV gives you the lens to answer it.

  • Retention: Keeping existing donors engaged consistently yields the highest return. Even modest givers, when retained over many years, often surpass the value of one-time larger gifts.
  • Upgrades: Moving a mid-level donor to a major donor (or inspiring a planned gift) can dramatically change their DLV. Predictive insights help identify who is truly “upgrade ready,” allowing your team to focus its energy where it matters most.
  • Acquisition: You need new donors to fuel the pipeline, but not all acquisitions are equal. DLV helps you identify which first-time donors are likely to become long-term loyalists versus those unlikely to give again, so you can spend acquisition dollars wisely.

In short, DLV reframes the balance, helping allocate resources where the lifetime value potential is greatest.

Should planned giving (e.g., wills, retirement assets) be factored into DLV, and how does that change the picture?

Planned giving should absolutely be factored into DLV. DLV is about seeing the whole picture of a donor’s potential over their relationship with your organization. If someone has included you in their will or designated retirement assets, that planned gift meaningfully changes their lifetime value.

Application Across Nonprofits

Do these donor stats and metrics apply equally to colleges with fixed alumni bases versus nonprofits with open prospect pools (e.g., Doctors Without Borders)?

Metrics such as acquisition will be different across sectors. Higher ed will be pulling most of their new donors from their alumni base. An organization like Doctors Without Borders would need to reach outside their donor base. Both organizations have similar challenges with retaining these new donors.

Should the focus be on 1% of prospects or 1% of actual donors when modeling giving?

You likely know who the top 1% donors are, so you don’t need help identifying them. The focus should be on the donors who score well on the affinity models, have meaningful gift capacity, and are not on the radar screen. These are the people that will fill your pipeline to replace the top donors who you are not retaining.

Are predictive models designed differently for various nonprofit sectors (healthcare, education, social services)?

Yes, helpful predictive models are designed to meet specific organizational goals, and the set of possible predictor variables for the models will be different across sectors and even within sectors. For example, higher ed will have a rich set of data on alums, such as class year, degree and major. Arts organizations will have data on memberships and ticket sales.

Implementation & Next Steps

What are the first, most practical steps to begin implementing DLV and predictive modeling strategies today?

Get your data in shape.

Start by cleaning and consolidating donor records. Predictive models rely on good data. Even simple steps such as removing duplicates or standardizing gift history can deliver value.

Segment and test.

Pick a few donor groups: mid-level givers, lapsed donors, or planned giving prospects, and ask: What does their giving say about future potential? A basic pilot, even in Excel, can uncover clear trends.

Choose one predictive goal.

Focus on a high-impact use case: re-engaging at-risk donors or spotting those ready to upgrade. Run a model (in-house or with a partner). The goal is to learn, apply, and improve.

PRESENTED BY

Ashutosh R. Nandeshwar

Ashutosh R. Nandeshwar

Executive Vice President, Data Science & Analytics

Peter Fader

Peter Fader

Co-Founder and Director

Theta

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