"Today's Wealth Holder and Tomorrow's Giving:
The New Dynamics of Wealth and Philanthropy."
Paul G. Schervish. Journal of Gift Planning. Vol. 9, no. 3. 3rd Quarter
2005. Pp. 15-37.
Increasing numbers of individuals are approaching, achieving, or even exceeding
their financial goals at younger and younger ages. A level of affluence that
had been rare has come to characterize large groups and even whole cultures.
In the context of an ongoing intergenerational transfer of wealth, the author
examines demographic and spiritual trends that are motivating wealth holders
to allocate an ever-greater portion of their financial resources to charity.
"Geography and Generosity: Boston and Beyond."
Paul Schervish and John J. Havens. Boston, Mass: Boston Foundation, 2005.
In September 2004, with funding form the Boston Foundation, the Center on Wealth
and Philanthropy at Boston College began a two-year study, Geography and Generosity:
Boston and Beyond, focusing on individual generosity for regions, states, and
metropolitan areas across the United States. This publication reports on the
first year of research.
"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.
Creating a Moral Biography of Wealth: A Conversation with Paul G. Schervish
“Philanthropy's Indispensable Ally”
Paul G. Schervish, John Havens, and Albert Keith Whitaker. Philanthropy.
Volume XIX, No. 3, pp. 8-9. May/June 2005.
Most observers now recognize that lifetime giving understandably increases as
people move up the economic ladder. CWP research also suggests that it's not
just the objective size of people's pocketbooks that matters but also their
subjective sense of financial security. Financial security means trusting that,
even in the face of major economic downturns, one's means will support one's
desired standard of living for the indefinite future. For people who feel such
security, philanthropic decisions really are different.
"The Sense and Sensibility of Philanthropy as a Moral Citizenship
of Care."
Paul G. Schervish, (2005) Good Intentions: Moral Obstacles and Opportunities,
David H. Smith (editor) Indiana University Press.
The leading question of this paper is how to understand the moral dimensions
of philanthropy as a spiritual sense and sensibility. The purpose is to elaborate
a modestly integrated analysis of several aspects of philanthropy that make
it a morally oriented behavior in the lives of donors.
"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)