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center on wealth and philanthropy

New Report Predicts U.S. Wealth Transfer of $59 Trillion, with $6.3 Trillion in Charitable Bequests, from 2007-2061

Release Date  5.28.14

An estimated $59 trillion-divided among heirs, charities, estate taxes and estate closing closts -  will be transferred from 93.6 million American estates from 2007-2061, in the greatest wealth transfer in U.S. history.


The Boston Fundation Report - Impact of Great Recession will be felt for decades, but prospects strong for philanthropy

Release Date  3.5.13

The Great Recession of 2007-2011 will resonate through the philanthropic sector over the next half-century, according to a new report commissioned by the Boston Foundation, but even so, Greater Boston households and estates could give $600 billion to well over $1 trillion to charities between now and 2061.


Planned Giving Research Report - Capacity for Care: Today, Yesterday, and Tomorrow

Release Date  03.12

Legacy Leaders and the Association of Fundraising Professionals Research Fund are delighted to have sponsored the Cneer on Wealth and Philanthropy at Boston College's planned giving research report, Capcity for Care: Today, Yesterday, and Tomorrow.


Billions of Dollars Available to do Good in North Dakota  (from the Impact Foundation)

Release Date  11.7.11

According to a study unveiled on November 7, 2011, by Impact and Dakota Medical Foundaitons, North Dakota households will transfer hundreds of billions of dollars over the next 50 years.  The report "Endless Possibilities on the Prairie: Unleashing North Dakota's Potential" is authored by John Havens and Paul Schervish from the Boston College Center on Wealth and Philathropy...


CWP Announces 2009 Household Charitable Giving Down Five Percent from 2008

Release Date  5.10

Individual charitable giving in 2009 amounted to $217.3 billion, a decline of $11.2 billion or 4.9% from the estimated $228.5 billion total in 2008 ...


CWP Unveils New Model for Analyzing Charitable Giving by Quarter

Release Date  2.1.10

Researchers at Boston College's Center on Wealth and Philanthropy have developed the first model designed to estimate future charitable giving by households on a quarterly basis and have put it to a successful test run ...


National Survey to Focus on Joys and Dilemmas of Ultra Wealthy


Release Date  10.30.07

Wachovia published press release regarding Center on Wealth and Philanthropy's Joys and Dilemmas Research.


Schervish to Speak at National Conference

Release Date  8.31.04

Paul Schervish is to speak at a national seminar on philanthropy, co-sponsored by Indiana University and Smith Barney ...


Schervish named to Power and Influence Top 50

Release Date  8.1.04

CWP researcher among the top 50 movers and shakers in the nonprofit world ...


Good Tidings for a New Year: The $41 Trillion Estimate of Wealth Transfer Is Still Valid

Release Date  1.6.03

The markets may be down, but the largest intergenerational wealth transfer in history is still coming to town. We released our report "Millionaires and the Millennium" in October 1999, documenting an intergenerational wealth tranfer 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 downwards ...


Boston Sunday Globe's Big Idea page focuses on CWP's research on wealth transfer

Release Date  3.3.02

Paul Schervish discusses the new philanthropists and the implications of the projected $41 trillion wealth transfer for philanthropy; while donor Thomas B. Murphy writes about how he has used his wealth, including to fund CWP research, and his son, Robert L. Murphy gives his perspective on inherited wealth and values ...


PBS Documentary Special

Release Date  7.12.01

CWP research is featured in a Think Tank special on philanthropy ...


2001 High-Tech Study

Release Date  5.9.01

CWP discovers through interviews with high-tech donors that they are committed to philanthropy ...



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