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

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

E102: Rethinking Women’s Giving: Insights on Philanthropy, Data & Donor Engagement with Jacqueline Ackerman

CONNECT WITH WILLIAM

LinkedIn: William Jarvis

Send Haley a suggestion or request via text HERE!

My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies for nonprofit leaders to create real impact.

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CONNECT WITH HALEY
Haley is a CFRE, Stress Management Coach, and EmC trainer. Founder of The Savvy Fundraiser, she brings experience in human services, homelessness, and youth nonprofits. She specializes in EmC, leadership, board development, and fundraising, empowering nonprofit leaders to build thriving organizations.
Instagram: @thesavvyfundraiser
LinkedIn: Haley Cooper, CFRE
Website: thesavvyfundraiser.com
YouTube: thesavvyfundraiser
Produced by Ideablossoms