UHNW & Principal Gifts

The Ultra-High-Net-Worth (UHNW) Donor is somebody with $30M or more in net assets. They'll give on average over their lifetime $29M to non-profits, and its likely many give to you, just not at their maximum capacity. We specialize at working with this core segment to bring transformative growth

Philanthropy Councils & Annual Summit.

The main reason UHNW donors are motivated to give is by their personal values, religious beliefs, or a sense of moral responsibility to help others. They often feel a duty to use their wealth to make a positive impact on society. However, It is not the only reason.

$80 trillion will be passed down from the Silent and Baby Boomer Generation to the next generation, with a substantial portion occurring before 2030. The newest and next generation of UHNW philanthropy will require a different strategy and approach to campaigns and for major gifts.

Philanthropy Council & Summit Impact

Creating a campaign and place to belong for UHNW donors, brings transformational growth to non-profits. UHNW donors do not want non-profits to provide them with extravagant awards, or galas, fundamentally many want exclusivity, access and the respect of their peers of their philanthropic efforts.

The Need For A Different Approach

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Our Process

We don’t just analyze donor data overlay and records; we transform data findings into game-changing donor strategies. We delve into relationships and peer influences, crafting a concise UHNW Mission Funding Goal and Ask Hierarchy that leads to highly effective and proven UHNW collective fundraising. segments, strategies and campaigns.

With over 40 years of executive non-profit leadership experience, across the U.S. and Europe. We specialize in clarifying your vision, mission and strategy and help fundraise from high-value donors.