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Published as a companion piece to New Report Shows How Super- Wealthy Give, Robert F. Sharpe, Jr. and Barlow T. Mann, J.D. analyze IRS data from estate tax returns filed in 1998 and discuss what we can learn about the factors that influence charitable behavior.
Everywhere I turn, there is lots of discussion about next-gen planning and giving. Bruce DeBoskey gives a great overview and applicable steps to begin to...
24 Jun 2008 | Demographics | National Publication | News story | 3 comments
Up 3.9 percent despite worries about gas prices, mortgage crisis and housing market
Charitable giving in the United States is estimated to be $306.39 billion in 2007, exceeding $300 billion for the first time in history, according to Giving USA 2008, the yearbook on philanthropy released today by Giving USA Foundation.
9 Jun 2014 | Demographics | National Publication | News story
Additional Lifetime Giving of $20.6 Trillion, Say Boston College Researchers

DO WE REALLY CARE HOW MUCH? Are the pundits right? Is it 40 trillion, 50 or 60? It's a lot of trillions. Who knows. It's a lot of capital available for philanthropy. Paul Schervish and John Havens at the Boston College Center on Wealth and Philanthropy have just...

Bruce DeBoskey looks at the shifting landscape of philanthropy: Millennials and Baby Boomers have different habits and drivers in their giving and women differ greatly...

Real estate holdings make up 30% to 40% of the assets of most families facing estate planning, retirement, and charitable decisions. In this article, real estate advisor Dennis Bidwell shares his survey results and years of experience in profiling the types of...

The rumors of the death of charitable bequests in the face of estate tax repeal have been greatly exaggerated. In this issue of Gift Planner's Digest, Robert F. Sharpe & Co. reports the results of a recent study conducted by Paul Schervish on behalf of Bankers...
A Review of Challenges and Questions
In February of 2000, the PGDC published a study by Paul G. Schervish and John J. Havens entitled, "Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and the Prospects for a Golden Age of Philanthropy." The study predicted that over the...
4 Mar 2009 | Demographics | National Publication | News story | 3 comments
According to a report by MSNBC, the recession could be changing the giving habits of America's wealthiest donors. Gifts from seven of the 10 biggest donors in 2008 were made from estates, according to an annual ranking of America
Overlooked for hundreds of years for their planned gifts, it has only been in the past decade that women have gained attention in society as philanthropists in their own right. The competition for private support has now focused greater attention on targeting women as...
13 Jun 2005 | Demographics | National Publication | News story | 1 comments
Tsunami gifts less than one-half of 1 percent of total
After two years of limited growth in charitable contributions, Americans picked up the pace in 2004, showing they are a generous bunch. They donated nearly $250 billion to various causes across the United States, an almost 5 percent increase over 2003. That's the key...

As we advance in the age of information and technology, young Americans are amassing wealth in significant amounts. In this edition of Gift Planner's Digest, Betsy Mangone and Kathryn Miree examine the phenomenon of young philanthropists and the issues that gift...

In 1990 a study was released that projected $10 Trillion will pass from one generation to the next over the next 55 years. Researchers John J. Havens and Paul G. Schervish at the Boston College Social Welfare Research Institute have released a new study that...
Stock market got you down? In this article, nationally acclaimed planned giving consultant Robert F. Sharpe, Jr. shares his thoughts on how planned gift donors of different age groups are responding to changing economic times.
Most people know that women outlive men by an average of seven years, but did you know that women also make more planned gifts? In this edition of Gift Planner's Digest, Cheryl Altinkemer of Purdue University and the Women's Philanthropy Institute discusses this...
16 Jul 1999 | Demographics | National Publication | News story
Do the parents of financially successful children give more to charity? In Treasury's Office of Tax Analysis Paper 72, the study suggests, in part, that (i) the greater the amount of the children's income, the greater the lifetime charitable contributions by the...
20 Jun 2002 | Demographics | National Publication | News story
The AAFRC Trust for Philanthropy, in concert with the Center on Philanthropy at Indiana University, today released Giving USA, its annual report on philanthropy in America for the year 2001. American charities received $212 billion in 2001 amidst the conflicting...
8 Jul 2004 | Demographics | National Publication | News story
The AAFRC Trust For Philanthropy, which is the educational and research initiative of the American Association of Fundraising Counsel, has released Giving USA 2004, its annual report on charitable giving by American individiuals, estates, foundations, and corporations...
19 Jun 2006 | Demographics | National Publication | News story
The Giving USA Foundation and the Center on Philanthropy at Indiana University have released their annual report on philanthropy, "Giving USA." According to the report, Americans gave total contributions of $260.28 billion for 2005, a 6.1 percent increase from 2004....
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