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AFP eWire
May 27, 2010 |
2009 Household Charitable Giving Down Five Percent from 2008 Individual charitable giving in 2009 amounted to $217.3 billion, a decline of $11.2 billion or 4.9 percent from the estimated $228.5 billion total in 2008, according to the latest report by researchers at the Center on Wealth and Philanthropy at Boston College   |
AFP eWire
May 17, 2004 |
"Average" Family in U.S. Contributes More Than 40 Percent of All Giving According to new data, households earning less than $100,000 annually contribute more than 40 percent of all giving in the U.S. |
AFP eWire
February 2, 2010 |
Boston College Researchers Design First Model to Produce Quarterly Estimates of Household Giving "The Boston College Center for Wealth and Philanthropy's Individual Giving Model is a quantum step forward in how we can estimate charitable giving," said AFP President and CEO Paulette V. Maehara. |
AFP eWire
December 10, 2007 |
Majority of Households Give, But Still Many are Not Consistent A majority of U.S. households give to charity consistently every year, but almost three in ten shift every year between giving and not giving. |
AFP eWire
April 18, 2005 |
Major African-American Wealth Transfer Projected A recent report projects that the wealth transfer from African-American households via estates in the 55-year period between 2001 and 2055 will range between $1.1 trillion to $3.4 trillion. |
AFP eWire
August 6, 2007 |
Giving Priorities Tied to Income Lower- and middle-income donors are far more likely to give to charities that benefit the poor than are upper-income households. |
AFP eWire
May 10, 2004 |
"Middle Rich" Donate Lower Percentage of Wealth Than Other Groups A new study concluded that charitable giving in the United States would have increased by an additional $41 billion in 2001 if individuals in the upper middle class and "middle rich" had given as much as other income classes. |
Registered Rep.
July 5, 2012
Jerry Gleeson |
Trickle-Up Effect The ultra-rich are getting ultra-richer. Boston Consulting Group's latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year. |
Registered Rep.
April 5, 2011
Charles Paikert |
Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered. |
AFP eWire
November 2, 2010 |
Women Give More to Charity than Men, New Study Shows Women at virtually every income level are more likely to give to charity and to give more money on average than their male counterparts, after controlling for education, income and other factors that influence giving. |
Registered Rep.
March 1, 2005 |
The Women Are Getting Richer The number of women with at least $500,000 in assets grew 17% from 1996 to 2000. |
AFP eWire
June 4, 2007 |
Millionaires Gave More in 2006, but Is Philanthropic Interest Waning? Two recently released studies provide contrasting data about whether millionaires will give more in 2007 than in 2006 and if their interest in charitable giving is on the decline. |
AFP eWire
November 23, 2010 |
Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007. |
AFP eWire
February 7, 2012 |
Giving Data Show Boomers Poised for Record Giving Capacity Data and historical trends show that there is great capacity among older Americans, boomers and the next generation of donors to give more than ever. |
AFP eWire
November 13, 2006 |
Majority of Wealthy Unaffected by Tax Incentives, Not Interested in Leaving a Legacy A new study reveals that a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving. |
Registered Rep.
November 9, 2010
Jerry Gleeson |
Feeling Poorer, HNW Gifting Dropped in 2009: Survey Says Bah, humbug. The latest study of charitable giving among America's high-net-worth households shows a marked decline in generosity. |
Financial Planning
January 1, 2009
Stacy Schultz |
Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals. |
U.S. Banker
June 2011 |
More, More, More The total wealth of millionaire households is on track to balloon in the next decade, but most of that will be outside of the U.S. |
AFP eWire
June 26, 2006 |
Report Provides New Ideas on Arts, Education, Health Fundraising A new report on household giving in the United States identifies several key factors, beyond just wealth and income, as to why people give to arts, education and health charities. |
AFP eWire
December 8, 2008 |
Lapsed Donors Say They Don't Feel 'Connected' The top reason high net-worth donors stopped giving to a charity in 2007 was that they didn't feel connected to the particular organization, reports a new study. |
The Motley Fool
October 17, 2006
Mary Dalrymple |
Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives. |
The Motley Fool
January 20, 2004
Dayana Yochim |
Home Sweet Savings Home is where the wealth is -- less so, if you're rich. |
AFP eWire
May 17, 2004 |
Nine in Ten Canadian Millionaires Will Donate to Charity in 2004 Nearly 90 percent of Canadian millionaires intend to make a financial contribution to a charity this year, according to the Ipsos-Reid Affluent Canadians Report. |
Financial Planning
October 1, 2010 |
Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained. |
AFP eWire
December 5, 2005 |
New Studies Highlight Regional Differences in U.S. Giving Patterns Two new studies shed fresh light on geographic giving patterns in the United States and reveal that some areas are much more generous than had previously been thought. |
Financial Planning
September 1, 2008
Jim Grote |
Give and Take Sean Stannard-Stockton is a financial advisor who brings the two disciplines of wealth management and philanthropy consulting into harmony for high-net-worth clients interested in giving. |
On Wall Street
October 1, 2008
Helen Kearney |
The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes. |
BusinessWeek
June 18, 2009
James C. Cooper |
Business Outlook: Why Consumer Spending Won't Drive a Recovery Households are paying down debt and rebuilding their nest eggs, so they're not spending. Still, that's unlikely to thwart a modest economic upturn. |
AFP eWire
November 19, 2012 |
Celebration of National Philanthropy Day(R) Celebrations a Huge Success! Propelled by legislation making Canada the first country to make National Philanthropy Day(R), AFP chapters and Canadians across the nation took their celebrations of giving and volunteering to new heights. |
AFP eWire
December 2, 2014 |
Tax Incentives Worldwide Help Increase Charitable Donations Says New Global Study The proportion of people who make financial contributions to charity is significantly higher in countries offering tax breaks for giving. |
AFP eWire
February 4, 2008 |
New Study Creates Profiles of Wealthiest Households A new study develops philanthropic profiles of the wealthiest 3 percent of U.S. households based on their preferences and motivations and the process they use in giving |
Investment Advisor
November 2006 |
300 Million, and Changing The Census Bureau made the announcement on October 17 that the population of the United States crossed the 300 million threshold. The makeup of the population is changing, too. |
BusinessWeek
December 26, 2005
James C. Cooper |
Why More Households Are Feeling Flush New Federal Reserve data shows that households are the wealthiest they have ever been. |
AFP eWire
May 31, 2004 |
Giving to All Nonprofits, Especially Religious Organizations, Increased in 2003 A study based on telephone interviews found nearly two out of every three households (63 percent) contributed a gift to a place of religious worship, and three out of every four dollars contributed to charity went to religious centers. |
The Motley Fool
December 21, 2007
Brian Richards |
Be Like a Billionaire A new study shows that giving can make you wealthier. |
Investment Advisor
April 2009
James J. Green |
Numerology: Whither the Wealth? U.S. households lost $5.1 trillion of their wealth in 2008's final quarter, or 9%. |
AFP eWire
September 8, 2014 |
AFP's Response to National Post Article on Policing of Political Activities of Charities The charitable tax designation and the tax credit bind together the interests and concerns of all of us in the betterment of our society. |
Investment Advisor
October 2009
James J. Green |
Forget Chicken Little What's the current state of philanthropy? |
Financial Planning
December 1, 2011
Paul Schervish |
Why Give? When planners help clients manage their wealth, it is important to help them recognize the deep emotional sources of philanthropy. |
AFP eWire
August 9, 2004 |
A "Golden Age for Philanthropy" Ahead? The July 29 issue of The Economist predicts that another golden age for philanthropy and charitable giving is about to occur not only in the United States, but also around the world. |
Investment Advisor
July 2006
Robert F. Keane |
Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has. |
National Real Estate Investor
April 1, 2006
Anthony Downs |
Hard Truth of a Softer U.S. Housing Market Rising home prices and falling stock prices have greatly changed the composition of household assets since 2000. This shift has significant implications for commercial property markets as well as housing. |
BusinessWeek
November 1, 2004
Laura D'Andrea Tyson |
How Bush Widened the Wealth Gap Not since the '20s has income inequality been this great. If Bush is reelected, America will continue down the path of increasing inequality in income, wealth, and health, with dangerous implications for U.S. democracy. |
Financial Planning
July 1, 2005
Kathy Gevlin |
Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed. |
AFP eWire
December 20, 2011 |
Women Drive Philanthropic Decisions in Wealthy Households, but Nonprofits Must Work for Their Trust, Study Finds In nearly 90 percent of high net worth households, women are either the sole decision maker or an equal partner in decisions about charitable giving. |
Financial Advisor
November 2008
Joseph J. Cohen |
Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth. |
AFP eWire
November 22, 2011 |
Growing Philanthropy: New Audiences, New Channels (Part 3 of 3) Part three in our series on Growing Philanthropy highlights some of the most promising new avenues for increasing giving. |
Registered Rep.
June 7, 2010
Jerry Gleeson |
Feeling Generous? So Are Your Clients Americans will be feeling more generous this year, according to a projection from the Center on Wealth and Philanthropy at Boston College. |
AFP eWire
October 15, 2007 |
Overview of Canadian Philanthropic Achievements Imagine Canada has released a study detailing the specific achievements that Canadian philanthropy and the country's charitable sector has accomplished. |
Wall Street & Technology
June 2, 2009
Melanie Rodier |
China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report. |
