"New Findings on the Patterns of Wealth and Philanthropy."
Paul G. Schervish and John J. Havens. Working Paper.
(1) An update on the patterns of wealth and philanthropy using the "2001
Survey of Consumer Finances" and reporting in 2002 dollars; (2) An update
on the patterns of bequests using 2000 IRS data updated to 2002 dollars; (3)
An update of the wealth transfer projections in 2002 dollars; (4) 20-year and
55-year projections for total charitable contributions (bequests and
inter-vivos giving in 2002 dollars).
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(392KB)
"The New Philanthropists"
Paul G. Schervish. Boston Sunday Globe's Big Idea Page, March 03,
2002.
With so much wealth in play, more and more individuals come to recognize at
an earlier age that their financial resources exceed the material needs of themselves
and their family. Our studies reveal that these wealth-holders are joining their
older peers as the new philanthropists. They seek out rather than resist greater
charitable involvement. They approach their philanthropy in the same entrepreneurial
spirit with which they made their fortunes. And they are making philanthropy
a key element in the financial morality they pass on to their children.
"The New Physics of Philanthropy: The Supply-Side Vectors of Charitable
Giving."
Paul G. Schervish and John J. Havens. November 06, 2000. First presented
at the Annual Symposium, Indiana University Center on Philanthropy, August 2000.
This two-part article analyzes the emerging financial and social-psychological
forces that are increasingly influential in shaping charitable giving, especially
by wealth holders. By referring to the new physics of philanthropy, we emphasize
the increasing importance of material wealth and the desire to be efficacious
in the commonwealth as supply-side factors, that is, as vectors actually inclining
wealth holders toward a more steadfast commitment to philanthropy.
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1 (200KB)
Download Paper 2 (190KB)
"North Dakota Wealth Transfer Study."
Paul G. Schervish and John J. Havens, Center on Wealth and Philanthropy.
November 16, 2005.
The authors of this study have used a version of their Wealth Transfer Microsimulation
Model (WTMM) specially calibrated to the state of North Dakota to derive findings
concerning the level and distribution of household wealth, the amount and distribution
of wealth transfer, and the amount and distribution of charitable giving in
North Dakota.
Download Published Report (1.5 MB)
