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Media Citations - 2005

center on wealth and philanthropy

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Rooney, Emily. WGBH, Greater Boston with Emily Rooney. Topic: Tsunami Relief discussion with John Hammock of Tufts Univeristy, Paul Schervish of Boston College, and Peter Karoff of the Philanthropic Initiative. 4 January 2005.

Reddy, Sumathi. “Unprecedented giving by individual donors.” 5 January 2005.

Reddy, Sumathi. “Unprecedented giving by individual donors.” 5 January 2005.

Flanigan, Kathy. “Gift-styles of the rich and famous: Tsunami relief groups reap benefits of ‘hero celebrities’.” Milwaukee Journal Sentinel. 8 January 2005.

Stabler, David and Steve Woodward. “Why we give.” The Oregonian. 8 January 2005.

Powell, Jennifer Heldt. “It’s difficult feeling sorry: Money burdening millionaires, survey finds.” Boston Herald. 11 January 2005.

Ford, Peter and Gloria Goodale. “Why stars and charities need each other.” The Christian Science Monitor. 13 January 2005.

Megan, Kathleen. "Friends in Need: What is it about the tsunami disaster that has made Americans so generous." The Hartford Courant. 20 January 2005.


Rubley, Julie, Nicklin. “Managed Philanthropy: New charitable gift type gives investment-savvy donors money-managing power.” Currents: Council for Advancement and Support of Education. February 2005.


Di Mento, Maria, and Lewis, Nicole. “The Giving Spree: 60 most-generous donors gave $10-billion in 2004. The Chronicle of Philanthropy. 3 March 2005.

Cox, Christopher. “Round-the-world sojourn a mere blip on the breakthrough radar.” The Boston Herald. 3 March 2005.


Sivy, Michael, Kalwarski Tara, and Gandel Stephen. “Features/Boomers and the Market Will this Nice Couple Bring Down The Market?” Money. 1 April 2005.

Schmuckler, Eric. “Retire Happy: Baby boomers, likely to enjoy the longest and healthiest `golden years' in history, are finding they need even more help figuring out how they'll spend their time once they leave the 9-to-5 grind; Here, we look at the three pillars of the retirement of the future - work, leisure and volunteerism - and offer investment and savings strategies that will allow you to enjoy them; It all adds up to a guide for designing the New You.” Smart Money. 1 April 2005.

Willis, Gerri. “Managing an inheritance. 5 Tips: How to get the most from an inheritance, whether large or small.” CNN Money. 4 April 2005.

Dungan, Nathan. “Honor loved one’s legacy by sharing inheritance.” 11 April 2005.

Smith, Sean. "A Wealth of Knowledge." The Boston College Chronicle. 14 April 2005.


Konig, Susan. “The Boomers and Their Pots of Gold: They'll have $20 trillion by 2020, and wirehouse brokers want to help them manage it.” On Wall Street. 1 May 2005.

Nicefaro, Melissa. “Can’t take it with you.” Connecticut Business News Journal. 2 May 2005.

“Study highlights forthcoming transfer of wealth by African Americans.” The Newsletter of the Council for Advancement and Support of Education. May 2005.

“Study: Bay State generous after all”. Seacoast Online. 8 November 2005.

White, Ben. “Following the Money: Brokerage Firms Are in Pursuit of a Diversified Client Base, Looking to Keep Up With a Demographic Shift in U.S. Wealth” The Washington Post. 10 May 2005.

“Wachovia to Sponsor National Conference on Black Philanthropy.” Press release from the National Center for Black Philanthropy and Wachovia Wealth Management. 31 May, 2005.

“Study highlights forthcoming transfer of wealth by African Americans.” The Newsletter of the Council for Advancement and Support of Education. May 2005.


Berdik, Chris. "Getting ans Sharing: Parsing African-Americans' economic progress." Boston College Magazine. Summer 2005.

Lafleur, Michael. “State of local charitable giving the main topic at annual forum.” Lowell Sun. 2 June, 2005.

Beal, Dave. “Conference focuses on black giving.” St. Paul Pioneer Press. 11 June 2005.

Finn, Deborah Elizabeth. “Distributed Philanthropy.” 12 June 2005.

Franklin, Robert. “Black families earn less, give more.” Star Tribune (Minneapolis). 13 June 2005.


Konig, Susan. “The Coming Boom in Inheritances.” On Wall Street. 1 July 2005.

Fain, Paul. “At Fund Raisers’ Meeting, Panels Offer Tips on Building Alumni and Donor Loyalty.” The Chronicle of Higher Education. 18 July 2005.

Soule, Alexander. “Gordon’s largess: $120M hometown give-back.” Boston Business Journal. 18 July 2005.

Kamenetz, Anya. “Rich Little ‘Poor’ Kids: Trust funders find out there’s more to life than everything.” Village Voice. 22 July 2005.

Norton, Justin M. “Amazon names finalists in nonprofit contest.” Associated Press. 29 July 2005.

“Research Finds Huge ‘Legacy Gaps’ in Baby Boomers and Elders’ Views of Inheritance: For baby boomers, the buck stops here, Allianz study finds.” News release for The Allianz American Legacies Study. Allianz Life Insurance Company of North America. 27 July 2005.

“Elders, boomers and their inheritance: Survey: Baby boomers and their parents treasure values far above money.” CNN/Money. 29 July 2005. 

Rosman, Katherine. “’Sorry, I Gave at the Beach’.” The Wall Street Journal. 29 July 2005.


“Goodbye strip clubs, hello ethics.” Reuters. 11 August 2005.

DeMott, John S. “The morality of retirement – How many trips to China are enough?” National Catholic Reporter. 12 August 2005.

Landhuis, Esther. “Can Buy Me Happiness.” Science Now. 15 August 2005.


Brown, Paul. “All in the Family’s Money.” The New York Times. 3 September 2005.

Yochim, Dayana. “Why Windfalls Make Us Worry” The Motley Fool. 6 September 2005.

Wisniewski, Mary. “When money falls from the sky.” Chicago Sun-Times. 12 September 2005.

Smith, Chris. “The Mayor and His Money.” New York. 29 September 2005.

Kramer, Louise. “Back to School.” Robb Report Worth. September 2005.

Phipps, Melissa. “Controlling Interest.” Robb Report Worth. September 2005.


Hill, Michael. “A billion-dollar drop in the bucket: Charitable giving won’t do much to repair hurricane damage, but it nourishes our souls and affirms our values” The Baltimore Sun. 2 October 2005.

Allers, L. Kimberly. “Where there’s a will, There’s a Fray: Boomers, don’t count on a gift from mom and Dad. Your parents may opt for performance-based inheritance” Fortune. 5 October 2005.

Bunge, Jacob. “Donor Managed Investment Accounts: the Gift You Grow Yourself” Financial Correspondent. 5 October 2005.

“The NPT Weekly Update” The Non Profit Times. 17 October 2005.

Woster, Terry. “S.D. towns try to tap financial legacies” 16 October 2005.

Hohler, Bob. “Not giving it their all: Records reveal many local athletes aren’t putting up charity numbers” Boston Globe. 23 October 2005.

Spors, Kelly. “Don’t count on getting an inheritance” The Wall Street Journal. 26 October 2005.

Stewart, Janet K. “Request for early bequest creates sticky issues.” Hartford Courant. 30 October 2005.

MacIntyre, John. “Priciest typical homes are in areas of California.” Deseret Morning News. 9 October 2005.

MacIntyre, John. “Figuratively Speaking.” Business Press. 3 October 2005.

Spors, Kelly K. “Counting on Getting an Inheritance? Better Make Other Retirement Plans.” The Wall Street Journal. 26 October 2005.


“'Charity Cheapskate' reputation of Bay State unmerited, study shows.” Boston Business Journal. 8 November 2005.

Trueblood, David. “New Boston Foundation study debunks the ‘myth’ of Massachusetts’ stinginess”. The Boston Foundation. . 8 November 2005.

Talcott, Sasha. “Mass. generous after all, study finds”. The Boston Globe. 8 November 2005.

“Geography and Generosity.” Boston College – Graduate School of Arts and Sciences. 8 November 2005.

“Geography and Generosity.” Boston College – BC Info. 8 November 2005.

Fitzgerald, Jay. “Nonprofit has uncharitable view of new study.” Boston Herald. 8 November 2005.

WBZ Radio. 5 Minute Interview. 8 November 2005.

“N.E. donations to secular charities outplace U.S. rate”. Boston Business Journal. 9 November 2005.

“Recipe for a family feud: Survey Results”. Lexis Nexis. 10 November 2005.

Susanti, Ivy. “What motivates philanthropists?”. Jakarta Post. 11 November 2005.

Boston Globe Editorial. “Mass magnanimity”. The Boston Globe. 13 November 2005.

Jamieson, Jim. “Time for baby boomers to plan for the next generation”. News. 14 November 2005.

Lipman, Harvy. “Study Seeks to Dispel Image of Massachusetts as Stingy”. The Chronicle of Philanthropy. 21 November 2005.

Lipman, Harvy. “Ranking Generosity in the States”. The Chronicle of Philanthropy. 21 November 2005.

Kujawski, Laura. "New Boston Foundation Study Debunks 'Myth' of Massachusetts' Stinginess." 22 November 2005.

Star Bulletin Editorial. "Study Unfairly Gives Hawaii a Low Generosity Rating." Honolulu Star Bulletin 22 November 2005.

Hoffman, Leah. "Most Charitable States." Forbes Magazine. 23 November 2005.

"Editorial: The Giving List" The Bergen Record, New Jersey. 24 November 2005.

Hancock, Jay. "Weatlh Transfers Confound the Experts." Baltimore Sun. 27 November 2005.


WatertownTAB Editorial. "Show your generosity." WatertownTAB. 2 December 2005.

"Uncharitable Ploy." The Keene Sentinel. 2 December 2005.

Birchall, Jonathan. “US charities to cash in boomer estates.” December 2005.

Birchall, Jonathan. “America’s Wealthy Part II: With big money in their hands, the newly rich take time to work out a life gameplan.” The Financial Times. 14 December 2005.

Weisser, Cybele. “From Debtors to Millionaires Overnight: An unexpected inheritance will secure this family’s future once they figure out what to do with it.” Money. 14 December 2005.

Funding News. "Baby boomer estates will bring 'golden age' of philanthropy." 23 December 2005.

Heinen, Tom. "Giving without recognition: Christmastime inspires anonymous acts of kindness." Milwaukee Journal Sentinal. 24 December 2005.

Goodison, Donna. "Retailers see future in the cards." Boston Herald. 27 December 2005.

Berkowitz, Herb B. "Facing an unhappy future." The Miami Herald. 27 December 2005.

Berkowitz, Herb B. "Facing an unhappy future." 27 December 2005.