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"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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"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.

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"The New Physics of Philanthropy: The Supply-Side Vectors of Charitable Giving."
Paul G. Schervish and John J. Havens. November 06, 2001. 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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"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.

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