Today’s affluent donors are increasingly sophisticated in their approach to giving. Beyond traditional giving, they use a variety of strategies to achieve their philanthropic goals. There is increasing use of giving vehicles such as donor advised funds. Today’s philanthropists are more likely to measure the impact of their giving when compared with other donors. 

The future of affluent American philanthropy shows great promise. However, it is important to understand how these donors are making their giving decisions, particularly with respect to the next generation of philanthropists. In the face of economic uncertainty and evolving social challenges, it will be more important that nonprofit fundraisers tailor their practices to current realities.

Join us for this in-depth exploration of the 2025 Bank of America’s Study of Philanthropy: Charitable Giving by Affluent Households. Learn how you can adapt your fundraising strategies to tap into this essential donor base.

MEET THE PRESENTER

Dr. Marguerite (Margo) McClinton Stoglin is a Senior Vice President, Philanthropic Strategist with the National Consulting and Advisory Practice group at Bank of America Private Bank. Based in Dallas, Stoglin works with the Philanthropic Solutions team providing custom consulting services to both grantmaking and operating nonprofits. Her areas of expertise include education, social services and the faith-based communities.

Stoglin has served in a number of key roles with nonprofits including Washington University in St. Louis, Washington and Lee University, Paul Quinn College and IGNITE National. She has received numerous recognitions such as the Dallas Business Journal Minority Leader Award and the Dallas Business Journal Women in Business Award.  

She received her undergraduate degree from Emory University. She has two master’s degrees. The first is in education is from Harvard University, and the second in business from the University of Texas at Dallas. She also received her doctorate from Florida State University.