Just Don't Call Them Rich: A Book Review by Keith Whitaker
The key to riches in America, according to Alan Prince and Lewis Schiff, is not thinking like a millionaire but thinking like...a member of the middle class.
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Through the generous support of the Bill & Melinda Gates Foundation and Calibre - a division of Wachovia Wealth Management - the Center on Wealth and Philanthropy at Boston College is conducting a study on households with a net worth of at least $25 million. A major goal of this study is to generate unique and hard-to-obtain knowledge about the attitudes, practices, and personal philosophy of ultra high net worth households, especially concerning philanthropy.
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Geograpy and Giving: The Culture of Philanthropy in New England and the Nation
The wealthiest Massachusetts residents give much more of their income to charities than wealthy people in the rest of the country, according to a new report on charitable giving by Boston College's Center on Wealth and Philanthropy.
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Upcoming Wealth and Philanthropy Conference: May 23, 2007
The Center on Wealth and Philanthropy and Smith Barney's Consulting Group a conference "Contemporary Issues in Wealth and Philanthropy For Today's Grant Makers, Fund Raisers and Non-Profit Financial Officers."
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CWP Receives $600-thousand Grant From Gates Foundation
The award will be used to expand the capacity of the Center, which is nationally recognized for its research on the patterns of charitable giving by wealth holders. Among other initiatives, the grant will launch an unparalleled wealth study - the first large-scale survey to focus exclusively on households with at least $25 million in net worth, with a considerable portion of those respondents above $100 million, including some billionaires.
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Charitable Giving Indices: Social Indicators of Philanthropy by State
New research by the Center on Wealth and Philanthropy at Boston College identifies New York, Utah, California, Connecticut, Maryland, New Jersey, Georgia, Massachusetts, Hawaii and South Carolina as the ten leaders in charitable giving among the 50 states. In addition, the District of Columbia was second only to New York in the new report, released this week by the Boston Foundation.
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Wealth Transfer on Track?
US fundraising experts vet nationally-utilized wealth transfer projections by BC's Center on Wealth and Philanthropy in light of the economic downturn early in the decade. Center on Wealthy and Philanthropy researchers Paul Schervish and John Havens add their assessment.
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Washington, DC Wealth Transfer Report
This study presents information on wealth and wealth transfer in the District of Columbia.
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Golden Age of Philanthropy?
This study examines the impact of the Great Wealth Transfer on Greater Boston.
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Recent Conversations About the Transfer of Wealth
Learn more about recent conversations about the transfer of wealth.
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North Dakota Wealth Transfer Report |
Geography and Generosity: Boston and Beyond
Over the past decade, increasing attention has been focused on the relative generosity - or lack thereof - of the residents of different states or regions in the country. In particular, various reports published locally and nationally have drawn sharply different conclusions regarding the generosity of Massachusetts residents.
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Financial Resources and Charitable Contributions of Retired Households
Retired households, on average, own 58% more wealth but earn 35% less income than non-retired households. On average they also contribute substantially more (69%) to charitable causes than do non-retired households.
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Merrill Lynch White Paper
Creating a moral biography of wealth is a process that ultimately helps wealth-holders chart a path of greater happiness - for themselves, their families, and the world around them. Paul Schervish discusses this spiritual process of self-examination that goes well beyond portfolio analysis or financial tools in the Merrill Lynch Whitepaper, Creating a Moral Biography of Wealth: A Conversation with Paul G. Schervish. For the full text of this conversation please follow the link below.
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Center Offers Service to Provide Regional and State Wealth Transfer Estimates
The Center on Wealth and Philanthropy is offering a new service to provide regional and state wealth transfer estimates. Wealth transfer estimates are projections of the amount of household wealth to be transferred at d eath. For several years we have focused on our national estimates. In the past six months we have developed the capability to provide these same estimates for states and large geographic regions.
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African American Wealth Transfer Report
This study presents new information on wealth and wealth transfer within the African-American community.
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St. Louis Wealth Transfer Report
At the invitation of the St. Louis Metropolitan Association for Philanthropy, the Center recently applied its localized Wealth Transfer Microsimulation Model to the St. Louis area, estimating the local wealth transfer fr om 2001 through 2005.
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Discernment and Discerned Philanthropy
"The Will of God and Wealth: The Varieties of Religious Discernment and Discerned Philanthropy." This research on faith and philanthropy is funded by grants from the Lilly Endowment, Inc. and the T. B. Murphy Foundation Charitable Trust.
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Wealth Transfer Report: Good Tidings We Bring: The $41 Trillion Wealth Transfer is Still Valid
December 2002- The markets may be down, but the largest intergenerational wealth transfer in history is still coming to town. We released out report "Millionaire and the Millennium" in October 1999, documenting an intergenerational wealth transfer of at least $41 trillion over the next five decades, of which at least $6 trillion would go to charity. Three years and much market turbulence later, we are confident in saying that the $41 trillion figure is still a reasonable lower estimate and does not need to be revised downward.
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Estate Tax Editorial
"Philanthropy Can Thrive Without Estate Tax." Paul G. Schervish's editorial on the potential boon for charitable giving which might result from a repeal of the estate tax appears in the Opinion Pages of The Chronicle of Philanthropy, January 11, 2001.
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National Seminar 2004
Wilmington, DE, August 31, 2004 - Consulting Group, the managed money unit of Smith Barney, and the Center on Philanthropy at Indiana University will co-sponsor a national seminar focused on "Contemporary Issues Facing Foundation and Endowment Executives and Trustees" on October 19, 2004. The seminar, which is open to foundation trustees, nonprofit leaders, fundraisers and interested media, will be held at the University Place Conference Center in Indianapolis.
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Recent Papers Posted
Browse and download research papers published in the few years.
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Did you know?
"Keep up to date with trends in wealth and philanthropy. Did you know that
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