Books, Reports and Articles - 2000
center on wealth and philanthropy
"The Material Horizons of Philanthropy: New Directions for Money and Motives."
Paul G. Schervish. In New Directions in Philanthropic Fundraising. Understanding the Needs of Donors: The Supply-Side of Charitable Giving. Edited by Eugene R. Tempel and Dwight F. Burlingame. Number 29, fall 2000, pp. 5-16.
This is the first part of a two-part essay exploring the emerging financial and social-psychological factors that I believe are setting new directions in charitable giving. These new directions revolve in large part around a shift to a supply side understanding of charitable giving, especially by high net worth individuals.
"The Modern Medici: Patterns, Motivations, and Giving Strategies of the Wealthy." Paul G. Schervish. Paper presented on the panel,"The New Philanthropists," at the inaugural forum, "What is 'New' About New Philanthropy," of the University of Southern California Nonprofit StudiesCenter. Los Angeles, January 20, 2000.
This paper addresses three aspects of the relationship between wealth and philanthropy that can serve as foundations for understanding and influencing what I consider to be a forthcoming golden age of philanthropy: the large and exponential growth in wealth, the motivational array that inclines wealth holders to contribute to charity, and the array of strategies they use in carrying out their philanthropy.
"The Spiritual Horizons of Philanthropy: New Directions for Money and Motives."
Paul G. Schervish. Paul G. Schervish. In New Directions in Philanthropic Fundraising. Understanding the Needs of Donors: The Supply-Side of Charitable Giving. Edited by Eugene R. Tempel and Dwight F. Burlingame. Number 29, fall 2000, pp. 17-31.
In the first essay, I discussed the general difference between a demand-side and supply-side analysis of philanthropy, the current patterns of charitable giving, estimates of the forthcoming wealth transfer, projections for charitable giving, and why we can expect a greater supply of financial resources for charity. Here in the second essay, I discuss the spiritual side of the supply side and draw out implications for tax policy and fundraising that derive from the analysis in the two essays.
"Wealth with Responsibility Study/2000."
This study sponsored by Bankers Trust Private Banking was supervised by SWRI in conjunction with the University of Massachusetts at Boston Center for Survey Research. The purpose of the research was to develop a base of knowledge about the attitudes and practices of wealth holders, particularly as they relate to charitable giving and volunteering, attitudes about social issues, socially responsible investing, trust and estate planning, and the transfer of values to heirs. Thirty-minute mailed questionnaires were sent to 400 wealth holders with net worth of $5 million or more. The final report, based on 112 households, is available for download.
Download the Center on Wealth and Philanthropy/ Bankers Trust Report(76KB)
Download Published Article: "The Mind of the Millionaire: Findings from a National Survey on Wealth with Responsibility" (3.6MB)
Download the 1998 Study on Wealth with Responsibility Survey Questionnaire (640KB)
Download Extended Report