Boston Consulting Group Global Wealth 2022
The Boston Consulting Group’s 22nd annual report looks at global wealth as well as the field of wealth management. Ultra-high net worth individuals are those individuals with assets over $100M.
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Get Personal and Deliver Impact: Reviewing Capgemini 2022 World Wealth Report
By Elisa Shoenberger What is this report? The World Wealth Report is an annual report about the wealth of high-net-worth… Read More »Get Personal and Deliver Impact: Reviewing Capgemini 2022 World Wealth Report
Review of Women Give 2022: Racial Justice, Gender and Generosity
This annual Women Give report focuses on different aspects of women’s philanthropy. This year’s report looks at gender, philanthropy, and racial justice. It includes survey data given to a sample population of 2,073 in May 2021.
Review of Fidelity Charitable Giving Report 2022
The report is an annual report of Fidelity Charitable donor advised giving for the prior year. It explores both giving to Fidelity Charitable donor advised accounts as well as giving from donor advised funds to charities.
Charities Aid Foundation (CAF) World Giving Index 2021: a global pandemic special report – June 2021
The report is an annual report that looks at global giving focusing on three areas: helping strangers, donating money to charity and volunteering time. The report surveys 1.6 million people interviewed since 2009.
Gender and Crowdfunding: September 2021 by Women’s Philanthropy Institute
The report focuses on how gender may impact crowdfunding. It’ll dive into how men and women may act and give money differently when faced with a crowdfunding campaign. The report is based on sample size of 1,535 in September 2020.
Boston Consulting Group: Innovations in Wealth Management 2021
In mature countries such as the US, wealthy people hold more of their wealth in financial assets such as cash, deposits, and securities. In growing countries, wealthy people hold more of their wealth in real assets, such as real estate, jewelry, fine art, and gold coins.
America’s Charity Checkout Champions 2021 Report
Engage for Good’s biannual report looks at point of sale fundraising campaigns that raise over $1M. The 2021 report looked at 76 campaigns that raised over $1M in 2020.
Capgemini 2021 World Wealth Report
Capgemini defines HNWI as those who have “investable assets of US $1 million or more, excluding primary residence, collectibles, consumables, and consumer durables.”
Fidelity Charitable Donor Advised Funds in 2020
This report is a review of Fidelity Charitable Donor Advised Funds (DAFs)in 2021. By looking at 153,430 accounts (which is a snapshot since the number fluctuated during the year), Fidelity Charitable reported on the demographics of donors to DAFs, causes supported, and other metrics through 2020.
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