Join Shamal Dass, Head of Family Advisory and Philanthropic Services, JB Were, Penny Tribe, Head of Sydney Cricket Ground Heritage Foundation and Mark Quigley FFIA CFRE, Director, Social Venture Consultants for a not to be missed panel discussion covering wealth and philanthropy, best practice major donor and prospect engagement and how data is playing an increasingly critical role in fundraising success.

Focusing on high and ultra-high net worth individuals and families is a must for any fundraising program.  Data suggests it should be an increasing focus given recent trends in philanthropic giving as well as social and demographic changes shaping this audience. High and ultra-high net worth individuals and families are the largest and fastest growing pool of existing and potential charitable income. This trend is expected to dramatically grow as the intergenerational transfer of wealth accelerates over the coming years.

This session will speak to how it is an exciting and opportunistic time for higher education institutions as well as traditional charities to attract transformational giving to their respective causes.  Focus will be on the challenges of successfully engaging multi-generations about philanthropy and charitable giving.  From seasoned fundraising leaders to those new to major gifts this panel session is a must.  Topics will include global and Australian trends in wealth and intergenerational perceptions of the role of philanthropy in society, plus strategies to engage existing and potential major donors and how data and AI are shaping fundraising success. 

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