The next wave of fundraising growth is already underway and it is not driven by cash. Across the sector, donors are increasingly giving through assets such as donor-advised funds, securities and future estate commitments. Once concentrated in major gifts, these approaches are now reshaping mid-level and legacy programs, unlocking greater lifetime value and deeper relationships.
This session brings together leaders from donor strategy, wealth management and community foundations to explore how asset-based and blended giving are transforming donor engagement across the lifecycle. At the heart of the conversation is a shift in mindset: from what a donor can give today to the impact they want to create over time.
Through real-world examples, panelists will show how integrated strategies across teams are unlocking new growth—and why asset-based giving is quickly becoming essential to high-value fundraising.
Learning Outcomes:
- Recognize how donor behaviour is moving from income-based giving to asset-based giving across all value segments, not just major gifts.
- Identify opportunities to expand asset-based giving into mid-level programs
- Explore how DAFs, securities and other asset vehicles are increasingly relevant across broader donor audiences and not limited to top-tier donors.
- Learn how integrating current and future gifts creates more meaningful donor relationships and increases long-term revenue potential.
- Understand how aligning marketing, mid-level, major and legacy strategies enables a more cohesive donor journey and reduces missed opportunities.
- Gain practical language and approaches to shift conversations toward donor intent, values and lifetime contribution.
