Securing gifts from major donors requires more than just asking—it demands preparation, planning, and strategy. Recent high-level findings from Altrata show that total giving by the ultra wealthy has increased by almost 25% since 2018, and that interests and affinities among the ultra wealthy have become more segmented.
With this growing potential among the ultra wealthy, what can your organization be doing better or differently to be effectively reaching and engaging these high-value donors?
Recent high-level findings from Altrata show that total giving by the ultra wealthy has increased by almost 25% since 2018.
Altrata’s Ultra High Net Worth Philanthropy 2024
In a recent conversation with fundraising experts, Valentina Guerrini, VP of Philanthropy at Altrata and Goran Radin, Philanthropy and Banking Expert at Impact Partners, they shared that one of the most prominent challenges that organizations face is that they often have a reactive fundraising strategy rather than a proactive fundraising strategy.
Compiling their combined decades’ worth of knowledge, the Institutional Readiness Checklist for Major Donor Fundraising was created, to help organizations assess their current readiness and identify areas for improvement in their major donor strategies.
In this checklist you will find:
- Actionable ways to maximize internal resources
- Tips on relationship building and stewardship
- How to ensure leadership and team readiness
- And more
Assess your Team’s Readiness Today
Valentina Guerrini is Vice President of Philanthropy for EMEA and APAC at Altrata. Valentina Guerrini brings a decade of expertise in high-net-worth (HNW) donor engagement and development strategies. With a passion for advancing high-value philanthropy, she provides actionable insights to help organizations enhance their fundraising efforts and deepen donor relationships. Valentina began her career in event planning, orchestrating impactful fundraising galas and HNW events, which laid the foundation for her work in strategic philanthropy.