Sponsored by Huron

Amid global shifts in philanthropy, giving is becoming more concentrated, with fewer individuals participating and greater reliance on affluent donors. In Part One of the CASE Research Symposium, attendees heard key findings from the 2025 Bank of America Study of Philanthropy, which explores how and why wealthy households give and volunteer. This follow-up panel brings advancement leaders together to translate those insights into action, reflecting on what the research means for fundraising strategy, donor engagement, and stewardship today. The conversation will center on how organizations can position themselves for long-term relevance with next generation donors by aligning purpose, value, and engagement with evolving expectations around impact, trust, and connection. Attendees will leave with a clearer understanding of how to apply these insights to strengthen their approach and lead with greater confidence in a changing philanthropic landscape.