Books, Reports and Articles - C Entries
center on wealth and philanthropy
“Capacity for Care: Today, Yesterday, and Tomorrow”
John J. Havens & Paul G. Schervish. 24 January 2011.
Before we look at the post-boomers, we need to know that the boomers will keep fundraisers busy at least three more decades. They are wealthier in total and per household than any previous generation and are just now coming into prime giving ages. For now and for several decades, these boomers will increasingly become the prime prospects for charitable giving (both inter vivos and testamentary). They will receive the greatest wealth transfer in history. But a substantially larger transfer wealth will be given by them than was given to them.
"Care and Community in Modern Society: Passing on the Service of Care to the Next Generation."
Edited by Paul G. Schervish, Virginia A. Hodgkinson, and Margaret Gates. San Francisco: Jossey-Bass, 1995.
Twenty-two original essays by scholars and practitioners examining the intergenerational transmission of care and philanthropic orientations. Contributors across disciplines explore how individuals become involved in caring for others and the role such care plays in providing a foundation for civic, ethical, and spiritual traditions. They offer theories and models of a caring community and reveal how care is delivered by families, schools, communities, and society, examining factors such as public policies that promote service and the motivations of philanthropists and community volunteers.
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Download "Passing it on: The Generational Trasmission of Wealth and Financial Care" by Paul Schervish (1.33MB)
"Center on Wealth and Philanthropy Giving Model: Forecast for 2009"
John J. Havens and Paul G. Schervish. In Advancing Philanthropy Magazine. January/February 2010.
For the large diverse populations, such as that of the United States, household charitable giving is most strongly and consistently related to household income and wealth. Most national and state estimates of future charitable giving are based in large part on macro or micro values of income and wealth. Researchers can measure how changes in income and wealth, for example during the 2008-2009 recession, affect changes in charitable giving only when date on financial resources and their valuation become available. Fortunately, some of this financial information becomes available on a preliminary basis each quarter. However, there are no quarterly data on charitable giving. To date, researchers have been unable to generate estimates of household charitable giving (and their relationship to income and wealth) in as timely a way as may be useful for charities. Charities naturally would like to know estimates of charitable giving, for example, for the most recent quarter and to receive projections for the near future.
"Center on Wealth and Philanthropy Individual Giving Model for 2009" by John J. Havens and Paul G. Schervish in Advancing Philanthropy Magazine, July/August 2010.
The Center on Wealth and Philanthropy at Boston College estimates that individual charitable giving in 2009 amounted to $217.3 billion, a decline of $11.2 billion (4.90 percent) from our estimate of $228.5 billion in 2008. Adjusting for inflation in 2009, our estimate of $228.5 billion in 2008 dollars amounts to $227.9 billion in 2009 dollars and results in a decline of $10.6 billion or 4.65 percent. This is in addition to the center's calculation of inflation-adjusted decline from 2007 to 2008 of 6.1 percent. This represents a total decline in inflation adjusted dollars of $25.3 billion from 2007 to 2009.
"Charitable Giving: How Much, By Whom, To What, and Why."
Paul G. Schervish, John J. Havens and Mary A. O'Herlihy. The Nonprofit Sector: A Research Handbook, Second Edition. Woodrow Powell and Richard Steinberg (eds.) Yale University Press. 2002.
(The Nonprofit Sector: A Research Handbook, Second Edition. Walter W. Powell and Richard Steinberg (eds.) Yale University Press. 2006.)
Four aspects of charitable giving are discussed in this chapter: how much is given in total; the patterns of giving broken down by demographic and behavioral characteristics; how much is given to various areas of need; and how donors are giving, that is, through outright cash gifts, or through more formal and strategic methods.
"Charitable Giving in 2009 and the First Half of 2010"
John J. Havens and Paul G. Schervish
The Center on Wealth and Philanthropy at Boston College Estimates that individual charitable giving in 2009 amounted to $217.3 billion, a decline of $11.2 billion (-4.9%) from our estimate of $228.5 billion for 2008. 1
"Charitable Giving Indices: Social Indicators of Philanthropy by State"
John J. Havens and Paul G. Schervish
In November 2005, The Boston Foundation released its report, Geography and Generosity: Boston and Beyond, prepared by the current authors of this report. One of the primary objectives of the 2005 report was to present three social indicators of charitable giving relative to financial capacity for the entire population of each state and the District of Columbia. This report - Center on Wealth and Philanthropy Charitable Giving Indicators of Philanthropy by State - updates the 2005 report and provides as additional fourth index based on a new cost-of-living measure developed by CWP.
"Christmas and the Elementary Forms of the Spiritual Life."
Paul G. Schervish. In CCCIA Annual 1995: The Church and Popular Culture. Catholic Commission on Intellectual and Cultural Affairs: Philadelphia, 1995. 62-79.
This paper offers a novel theoretical and methodological framework for examining the most deeply seated features of cultural and emotional life, what in more common parlance is called spirituality. My purpose is to explore Christmas, while at the same time developing a mode of sociological analysis that takes people's spiritual experiences as seriously as the personal and social effects produced by those experiences.
"Comparisons Between Gallup / IS and Boston Area Diary Study Data: Report of Findings."
John J. Havens and Paul G. Schervish. Social Welfare Research Institute, Boston College, Mar. 31, 1997.
This report documents the results of comparisons between data on giving, volunteering, and income collected by the Gallup Organization for the Independent Sector and corresponding data for the same respondents collected by the "Boston Area Diary Study" (BADS). In general we find that there are major differences between amounts of time volunteered, money and goods contributed, and family income reported to Gallup as compared with the same information reported to "BADS" by the same respondents.
"Consumption Philanthropy: 'Taking Care of Your Own Business First.'"
Paul G. Schervish. Voluntas: International Journal of Voluntary and Nonprofit Organizations 4, no. 2 (1993): 223-232.
This paper addresses three topics to which researchers should turn their attention in regard to the dependent variable of giving and volunteering.
"Contemporary Gospels of Wealth: Narratives of Power and Responsibility."
Paul G. Schervish. Advancing Philanthropy: Journal of the National Society of Fund Raising Executives 1, no. 1 (Fall 1993): 26-29.
The number of millionaires in the United States could triple within the next 20 years, as wealth is transferred from the aging wealthy to their children. What can fundraisers expect when they knock on the door of tomorrow's donors? A researcher on philanthropy and wealth discusses six factors that encourage a charitable commitment in the next generation.
"Contributory Philanthropy: 'I Go to Functions, But I Don't Get Involved.'"
Paul G. Schervish. In Taking Giving Seriously, edited by Paul G. Schervish, Obie Benz, Peggy Dulaney, Thomas B. Murphy, and Stanley Salett. Indianapolis: Indiana University Center on Philanthropy, 1993. 85-104.
This paper proposes a definition of philanthropy as a social relation of care and explores what it means for philanthropy to become integral to moral identity. To say that one has a philanthropic identity means that one's moral biography is shaped in large measure by devotion to the quantity and quality of one's charity.
"Creating a Moral Biography of Wealth: A Conversation with Paul G. Schervish."
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.
The Cultural Horizons of Charitable Giving in an Age of Affluence: The Leading Questions of the 21st Century.
Paul G. Schervish. In this essay, I set out a new approach to philanthropic decision-making that will have the potential to shape the cultural horizon of wealth and philanthropy to the same extent that the forthcoming wealth transfer is shaping the material horizon.
"Culture and Emotion in Christmas: The Elementary Forms of the Spiritual Life."
Paul G. Schervish, Raymond Halnon, and Karen Bettez-Halnon. The International Journal of Sociology and Social Policy 16, no. 9/10 (1996): 144-170.
In the first section of the paper, the authors examine a passage from the book of Deuteronomy about spiritual life and explore what sociological inquiry needs to add to its analytic arsenal in order to adequately interpret profound meaning. In the second section of the paper, the authors analyze several passages drawn from among the sixty interviews conducted in conjunction with the Boston College study, "The Contradictions of Christmas: Troubles and Traditions in Culture, Home, and Heart." In the third section, they chart the rudiments of a social-psychological theory of spirituality, emphasizing the elementary spiritual contradiction between nurturing mysterium and debilitating onus.
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