Review of Charitable Giving by Affluent Households – Part 2
The report was full of so much valuable information, we decided to split it into two blog posts.
Review of Charitable Giving by Affluent Households – Part 1
The 2023 Bank of America Study of Philanthropy report is the 9th biennial examination about philanthropic attitudes, priorities, and more for affluent US households in 2022. It is written as a collaboration between Bank of America and the Indiana University Lilly Family School of Philanthropy. It is based on 1,623 wealthy US households, defined as either a net worth $1M+ or annual household income of $200K+. The average mean income was $523,472 and average mean wealth of $31M.
Family Opportunities: UBS Global Family Office Report 2023
The report is the 4th annual global family office report by UBS. The report provides comprehensive research on family offices throughout the world. Participating in the study were 203 family offices, each with an average $2.2B net worth.
Review Capgemini World Wealth Report series 2023 Wealth Management
The report is the 27th annual world wealth report by Capgemini Research Institute. The report analyzes the state of wealth and wealth management across the world in the prior calendar year. The report focuses on High Net Worth Individuals (HNWIs) defined as individuals with assets of $1M+ and over.
Review of Fidelity Charitable Giving Report 2023
What is this Report
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.
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Neon One’s Donors: Understanding The Future of Individual Giving – Part 2
NeonOne set out to understand what individual giving looks like in the post-pandemic world. By reviewing many sources including academic journals, industry reports, blogs, and more, they have synthesized six questions:
Charities Aid Foundation World Giving Index 2022
What is this Report?
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 has surveyed 1.95 million people since 2009. For 2022, CAF included data from 119 countries, which was 90%+ of the total adult population on the earth.
Read More »Charities Aid Foundation World Giving Index 2022Neon One’s Donors: Understanding The Future of Individual Giving – Part 1
NeonOne set out to understand what individual giving looks like in the post-pandemic world. By reviewing many sources including academic journals, industry reports, blogs, and more, they have synthesized six questions:
Reviewing the World Ultra Wealth Report 2022
What is this Report? The report is the first World Ultra Wealth Report that is published by Altrata. It’s the… Read More »Reviewing the World Ultra Wealth Report 2022
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.