Focusing on high and ultra-high net worth individuals and families must be part of any fundraising strategy. In fact, it should be an increasing focus given the social and demographic changes shaping this audience. High and ultra-high net worth individuals represent one of the largest and fastest-growing sources of potential charitable income, a trend expected to accelerate as the intergenerational transfer of wealth gathers pace in the years ahead.

This session will explore why it is such an exciting opportunity for charities and higher education institutions to attract transformational gifts and build long-term growth. You'll hear about global and Australian trends in wealth and philanthropy, how different generations view giving and social impact, and the strategies organisations are using to engage high-value supporters and their families.

We'll also discuss the growing role of data, research, AI and technology in identifying opportunities, deepening relationships and supporting more personalised engagement at scale.

WHAT YOU’LL LEARN

• Why high and ultra-high net worth individuals represent a significant growth opportunity 
• Global and Australian trends in wealth, philanthropy and giving 
• How different generations view philanthropy and charitable impact 
• Strategies for engaging high-value supporters and their families 
• How data, AI and technology can support identification, cultivation and engagement

YOU’LL LEAVE WITH

• A clearer understanding of the opportunity and its potential scale 
• Practical ideas for engaging high and ultra-high net worth individuals 
• Insights into the future of philanthropy and intergenerational giving 
• New ways to use data and AI to strengthen engagement and fundraising outcomes

WHO SHOULD ATTEND

• Fundraising leaders 
• Major Giving teams 
• Prospect Research teams 
• CRM and Database teams 
• Innovation and digital leaders 
• Advancement teams