This episode is sponsored by:
I am thrilled to welcome William Jarvis, Managing Director and Philanthropy Executive at Bank of America Private Bank, to the Lead with Heart podcast. In this episode, we unpack the 2025 Bank of America Study of Philanthropy—a fascinating deep dive into how affluent households are giving today, what motivates their generosity, and how nonprofits can respond strategically.
Bill brings decades of experience guiding families and institutions to align their values with their impact. Together, we explore why generosity remains strong despite fewer overall donors, how volunteering serves as a “gateway to giving,” why engaging the next generation of donors is crucial for the future of philanthropy, and more.
In this episode:
- 00:00:00 The State of Philanthropy
- 00:06:07 Why Generosity Endures
- 00:12:24 Engaging the Next Generation
- 00:17:26 Local Giving and Donor Trends
- 00:22:27 The Future of Nonprofits
NOTEWORTHY QUOTES
“Affluent donors have become more and more important to what you’re trying to do. They’re sustaining, in terms of their dollars, the monies that are being given out today.” – William Jarvis
“Those who volunteer give more than two and a half times as much as those who do not volunteer. So volunteering gives people the knowledge and confidence to make these donations.” – William Jarvis
“ Strategic investment in development of fundraising professionals is something that really should be part of the structure of a nonprofit.” – William Jarvis
RESOURCES
The Lead with Heart Summit is not just another conference. It’s a powerful, purpose-driven experience created specifically for nonprofit fundraisers who are feeling burned out, stretched thin, and in need of real, meaningful support. April, 2026.
2025 Bank of America Study of Philanthropy
The EmC Masterclass developed by Dr. Lola Gershfeld is for everyone looking to enhance their communication and collaboration skills to raise more revenue for their mission. This groundbreaking Emotional Connection process has been integrated into top universities’ curriculum and recognized by international organizations like ICF HRCI, and SHRM. Use the code LEADWITHHEART to enjoy a generous 10% discount.
Imagine a fundraising partner that not only helps you raise more money but also supports you in retaining your donors. A partner that helps you raise funds both online AND on-location. Donorbox is a comprehensive suite of tools, services, and resources that gives fundraisers, just like you, a custom solution to tackle your unique challenges. Helping you…help others. Visit donorbox.org to learn more.
CONNECT WITH WILLIAM
LinkedIn: William Jarvis
CONNECT WITH HALEY
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, a nonprofit consulting and coaching business. She has worked in both small and large nonprofit teams in the human services, homelessness, and youth sectors; and she specializes in the EmC process, nonprofit leadership, board development, and fundraising. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
This episode is sponsored by Donorbox
As the fundraising engine of choice for over 80,000 organizations in 90+ countries, Donorbox’s easy-to-use fundraising tools help you raise more money in more ways. Seamlessly embed a customizable donation form into your website that reduces donor drop-off with a 4x faster checkout, launch a crowdfunding or peer-to-peer campaign, sell event tickets, raise funds on the go with Donorbox Live™ Kiosk, and much more.
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