Extreme Engagement. And Other Trends that are Still Tracking Fall/Winter 2009
|
|
- Evelyn Nash
- 5 years ago
- Views:
Transcription
1 Extreme Engagement And Other Trends that are Still Tracking Fall/Winter 2009
2 Women and Philanthropy 2
3 Entrepreneurial Women* Millionaire Women Next Door, Thomas J. Stanley, 2006 Survey of women with $1 to 25 mil net worth, self-made 70% are active, volunteer solicitors 77% are volunteer leaders None had been asked to join a national or local board of a major organization Give 7% of income annually Give $28,000 per year, average Men in the same category give 5% of income 3
4 Entrepreneurial Women* Millionaire Women Next Door, Thomas J. Stanley, 2006 Survey of women with $1 to 25 mil net worth, self-made Harder to find using traditional research Focus on privately-owned businesses in the area 17% growth in last decade, fastest growing business segment Read professional journals, attend meetings and trade shows Effective strategies: giving circles, networks, collaborative efforts 4
5 Generous Single Women Single women at the top of the income scale ($10million+ AGI) give away 142% of their income and noninvestment assets Single filer women are significantly more generous than men at all levels of income Men in the same group give away only 36% They both give away the same % of investment assets 5
6 Single Women Versus Single Men as Donors* *Boston College Households headed by unmarried men donated on average an equal amount to charity as households headed by unmarried women ($743) However, the women earned 71% of the income and owned only 55% of the net-worth of the male-headed households 6
7 Women Still Rule!!* *Robert Sharpe Associates Women control 60% of wealth in America In the next eight years, this will increase to 70% Nearly half the Americans with assets of $500,000 or more are women 7
8 Women Give More* *Adrian Sargeant, Indiana University Men give larger gifts to fewer organizations and institutions Women give smaller gifts, but total amount is more 8
9 9
10 People are Suspicious in General 34% of Americans reported they believe others are trustworthy* *David Halpern % of employees trust their senior leaders* *Watson Wyatt Study % of employees believe their managers are trustworthy* *Harris interactive poll 2007 Consumer confidence lower than after 9/11 10
11 Americans Belief that Charities do a Very Good Job* *Wagner School of Public Policy, NYU 2008 Study 34% in % in % in
12 Trust by Sector * * Roper Report Public Pulse Survey, November 2005 Percentage of donors who report a lot of trust in: Religious organizations 30% Educational groups 26% Cultural institutions 25% Health organizations 22% 12
13 The Power of Personal Thank You From a study of 2,250 new direct mail donors 220 received a thank you phone call from a board member within 48 hours of their gift Otherwise, they received standard solicitations Those who received a thank you call: Gave 40% more in a second gift 70% were still giving two years later More than 80% of the other donors had quit giving 2 years later. 13
14 Donor Satisfaction Guarantee* *GlobalGiving.com Guarantees donations of up to $10,000 Recipients must: Be happy with the experience of giving Be told that the gift has been received What the charity is doing with the gift Have the ability to interact with the charity If unhappy, donor receives a voucher for the same amount to give to another organization on the site Note: The site takes 10% of all donations and charges a fee for international transfers 14
15 The Trouble with Overhead 15
16 What Would Prompt MORE Giving Bank of America & Center on Philanthropy, Indiana University, November
17 Perceptions of Charities and Overhead Spending**Ellison Research % believe charities spend too much on overhead 61% believe charities should spend between 10 and 29 cents of every dollar they raise on overhead 90% believe charities should spend less than 50 cents 17
18 From Things to Experiences The meteoric rise of the entertainment economy bears witness to a generation in transition from accumulating things to accumulating experiences Jeremy Rifkin, Age of Access: How the shift from ownership to access is transforming modern life 18
19 Seek Gifts of Time First* *Center for Responsible Business, University of California at Berkeley.08 Participants who volunteered first gave more Researchers concluded that engagement triggers emotional associations associated with empathy and identification with the cause 19
20 Value of Engagement* *2008 Easter Seals National Conference Speaker Donating Households Volunteering Households Male $1,778 $2, % Female $1,525 $2, % Age $1,912 $2, % Age 65+ $1,718 $2, % 20
21 Other Neat Stuff 21
22 Middle Class - Middle of the Pyramid 91% of tax filers (those with income less than $100,000) represents 57% of all individual giving 22
23 Values Matter* *New York Times The shifting nature of wealth and inheritance has families talking about values as well as money. 23
24 Who Influences Decision Making* *Cone, Boston 77% family 64% friends 60% worship place 40% co-workers 30% company 15% celebrities 24
25 High Giver Profile 77% of $1,000+/year donors give to a few favored groups every year 58% say they are knowledgeable (compared to 38% of total respondents) Prefer established groups 25
26 High Giver Profile College degrees 48% want to be seen as members of the group More likely to a portion to the church (61%) 26
27 Mega-High Giver Profile Among self-made megarich, many are attracted to organizations where they can: Apply skill set and commitment that drove their business success Make an impact they can measure Network with people they consider peers 27
28 Mega-High Givers by Age For those at the highest levels of adjusted gross income ($10million+) Age 35 and younger give, on average, 7% of salary & noninvestment assets Age 36 to 64 give 22% Age 65 and older give 95% 28
29 Boomer Donor Comparison* * AARP Minority Time and Money Survey 29
30 Silent Generation - Most Generous* *Bank of America Survey of households with liquid assets of $3m+ Donors who are 61 to 70 years old average annual gifts of $155,066, followed by 71 to 80 year olds Only 40% of respondents had arranged for a charitable gift in their will 30
31 Second Career: Retiree Volunteers * *Volunteer Match Survey, 2007, 55 to 75 year olds 52% see retirement as a time for new goals 32% said they wanted to learn new skills volunteering 21% would like to use existing expertise 31
32 Giving Makes Sense! 32
33 Americans Get Richer and Happier by Giving Money Away* *Research of Arthur Brooks, Syracuse University Survey of 30,000 households charitable giving in 41 different towns and cities across America Those who donated one year, incomes rose the next For every $1.00 Americans give away, $3.75 comes back Donors are happier and less stressed 33
34 Programmed to Give?* *National Institute of Neurological Disorders and Stroke study Our brains show that you profit emotionally from doing (something altruistic). Something in our brains shaped by evolution allows us to feel joy when we do good things. It is a biological force and we should not ignore it in promoting social welfare. Dr. Jorge Moll 34
35 Thank You! This presentation is the copyrighted property of The Osborne Group, Inc. 701 Westchester Avenue, Suite 205W White Plains, NY You have our permission to use these slides, but please respect our copyright. 35
Boomer, Gen X, Millennial Women: Do they give differently?
Boomer, Gen X, Millennial Women: Do they give differently? November 29, 2017 Abbie J von Schlegell, CFRE Principal a. von schlegell & co Who Are Boomers? Born 1946 to 1964 AKA: Woodstock Generation 78
More informationWealth with Responsibility Study/2000
Wealth with Responsibility Study/2000 Introduction The 2000 Study on Wealth with Responsibility (WWR) was conducted solely for Deutsche Bank Private Banking by researchers at the Boston College Social
More informationSession 2 Philanthropic Trends: Impact of High Net Worth, Gender, and Generational Trends on Giving and Volunteering
Session 2 Philanthropic Trends: Impact of High Net Worth, Gender, and Generational Trends on Giving and Volunteering Sisters of Charity of Nazareth Advancing Mission Session #2 Wednesday, October 28, 2015
More informationQuestions and Answers about Phased Retirement: A Sloan Work and Family Research Network Fact Sheet
Questions and Answers about Phased Retirement: A Sloan Work and Family Research Network Fact Sheet Introduction The Sloan Work and Family Research Network has prepared Fact Sheets that provide statistical
More informationThe Siller & Cohen Report
Randy P. Siller and Jeffrey S. Cohen The Siller & Cohen Report 1 st Quarter 2015 INSIDE THIS ISSUE Enhancing Your Legacy Through Philanthropy Siller & Cohen Family Wealth Advisors Enhancing Your Legacy
More informationThe Future of Retirement The power of planning
The Future of Retirement The power of planning UK Report Foreword Welcome to the sixth Future of Retirement report, researched exclusively for HSBC. A lifetime of working is likely to create a strong appreciation
More informationLatest Gifts in Wills Research
Latest Gifts in Wills Research What can we learn? SPEAKERS Dr Christopher Baker MFIA Asia-Pacific Centre for Social Investment & Philanthropy, Swinburne University of Technology Ross Anderson MFIA National
More informationGiving, Volunteering & Participating
2007 CANADA SURVEY OF Giving, Volunteering & Participating Lindsey Vodarek David Lasby Brynn Clarke Giving and Volunteering in Québec Findings from the Canada Survey of Giving, Volunteering, and Participating
More informationTop Ten Charitable Trends Every Advisor Should Know in 2017
Top Ten Charitable Trends Every Advisor Should Know in 2017 Bryan Clontz, CFP, CAP President, Charitable Solutions, LLC www.charitablesolutionsllc.com (404) 375-5496 Agenda 1. Philanthropy Is Alive and
More informationDonor Confidence Report Issue 9, February 2010
Donor Confidence Report Issue 9, ruary 2010 The results in this Donor Confidence Report are drawn from an ongoing survey of donor attitudes about giving by Campbell Rinker. The sample size for the ruary
More informationInternational Trends in Philanthropy
International Trends in Philanthropy The Osborne Group, Inc. Fall 2007 www.theosbornegroup.com 1 Future Trends Budget deficits and government cuts are spurring increased need for charity Increasing tax
More informationThe evolution of giving: From charity to philanthropy
The evolution of giving: From charity to philanthropy The BMO Institute provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
More informationFinancial Realities: Generational Advice. July 2010
Financial Realities: Generational Advice July 2010 Objectives and Methodology Objectives: 1. To provide insight into Americans propensity to give advice against the backdrop of economic uncertainty. 2.
More informationthe working day: Understanding Work Across the Life Course introduction issue brief 21 may 2009 issue brief 21 may 2009
issue brief 2 issue brief 2 the working day: Understanding Work Across the Life Course John Havens introduction For the past decade, significant attention has been paid to the aging of the U.S. population.
More informationHere Come the Millennials
Here Come the Millennials A Behavioral Finance Discussion Omar Aguilar, Ph.D. Chief Investment Officer, Equities June 27, 2016 Agenda Millennials Demographics Preferences Investment Decision-Making 2 Demographics
More informationGIVING WISELY. A look at current giving trends and charitable strategies to help maximize your impact.
GIVING WISELY A look at current giving trends and charitable strategies to help maximize your impact. As the economy improves and confidence grows, charitable giving is making a comeback. Now could be
More informationSingapore The Future of Retirement Report Generations and journeys
The Future of Retirement Generations and journeys Singapore The Future of Retirement Report Generations and journeys Foreword Approaches to finances Finances in retirement Practical steps Key findings
More informationHow Changes to the Tax Law. Affect Your Parish this Giving Season. ParishSOFT parishsoft.com
How Changes to the 2018 Tax Law Affect Your Parish this Giving Season It s been a busy year for faith-based organizations across the U.S. There s a lot to keep up with as you further the mission of your
More informationContact: Paul Schervish John Havens Director, SWRI Senior Research Associate 617-552-4070 617-552-4070 [MEDIA NOTE: To arrange an interview with the researchers contact the Boston College Social Welfare
More informationThe 2008 Bank of America Study of High Net Worth Philanthropy Issues Driving Charitable Activities Among Affluent Households
The 2008 Bank of America Study of High Net Worth Philanthropy Issues Driving Charitable Activities Among Affluent Households April 20, 2010 Ramsay H. Slugg Senior Vice President National Wealth Strategies
More informationWhite Paper. Charitable gift annuities come full circle with reinsurance. CGA basics
White Paper Charitable gift annuities come full circle with reinsurance John Trumbull, an American artist during the American Revolutionary War, is credited with the creation of the first modern charitable
More informationThe U.S. Trust Study of the Philanthropic Conversation
The U.S. Trust Study of the Philanthropic Conversation Understanding advisor approaches and client expectations Executive Summary Conducted in partnership with The Philanthropic Initiative Overview The
More informationHeartland Monitor Poll XXI
National Sample of 1000 AMERICAN ADULTS AGE 18+ (500 on landline, 500 on cell) (Sample Margin of Error for 1,000 Respondents = ±3.1% in 95 out of 100 cases) Conducted October 22 26, 2014 via Landline and
More informationSouthern Institute Conference
Southern Institute Conference Securing Transformational Gifts and Developing Sustainable Funding Streams: How Planned Giving Plays a Key Role Greenville, SC May 27, 2015 Speakers Today Roxanne Cromartie,
More informationThey took classes in basements,
COMPLIMENTARY FINANCIAL PLA N N E R Giving Back To the Program That Shaped Their Lives They took classes in basements, had a hotel for a residence, and spent a lot of their time trying to explain to people
More informationThe Alford Group Summer Webinar Series
The Alford Group Summer Webinar Series July September 2016 Check back for announcements of additional webinars at www.alford.com Strengthening the not-for-profit community About The Alford Group Mission:
More informationThe 2004 Canada Survey of Giving, Volunteering, and Participating: NEWFOUNDLAND AND LABRADOR
The 2004 Canada Survey of Giving, Volunteering, and Participating: NEWFOUNDLAND AND LABRADOR DONATING: Donations Types of organizations supported Donor characteristics: - Age - Education level Donation
More informationGiving, Volunteering & Participating
2004 CANADA SURVY OF Giving, Volunteering & Participating David Lasby Paul Bakker The Giving and Volunteering of Findings from the Canada Survey of Giving, Volunteering, and Participating givingandvolunteering.ca
More informationThe Allianz American Legacies Pulse Survey
The Allianz American Legacies Pulse Survey Exploring the impact of the financial crisis on legacy strategies Allianz Life Insurance Company of North America Allianz Life Insurance Company of New York ENT-1371-N
More informationGift Planning 101. ALADN Conference June 6, 2016 Mike Mattson
Gift Planning 101 ALADN Conference June 6, 2016 Mike Mattson Gift planning officer What is a planned gift? o A planned gift is any gift that combines conscientious decisions about how much to give, to
More informationRETIREMENT READINESS IN THREE COUNTRIES WHO IS READY TO RETIRE?
RETIREMENT READINESS IN THREE COUNTRIES WHO IS READY TO RETIRE? Ted Goldman, MAAA, FSA, EA, FCA Senior Pension Fellow, American Academy of Actuaries Middle Atlantic Actuarial Club, Spring Meeting 2018
More informationWhat is private cash gifting?
What is private cash gifting? Private gifting is a concept embraced by private groups of individuals and has been in existence for many years. Our private activity does not involve network marketing, multilevel
More informationTax Reform Bill Will Require Nonprofits to Refocus Their Donor Conversations on Tax-Efficient Planned Giving Strategies
Tax Reform Bill Will Require Nonprofits to Refocus Their Donor Conversations on Tax-Efficient Planned Giving Strategies By Amy Pieper Starting in 2018, nonprofit organizations will need to consider the
More informationFOR FINANCIAL ADVISOR USE ONLY/NOT FOR USE WITH THE PUBLIC
The Quality of Life Based within MIT s School of Engineering s Engineering Systems Division Challenges and opportunities of longevity Consumer behavior and decision-making Trends in demographics, technology,
More informationTop Ten Charitable Trends Every Advisor Should Know in 2018
Top Ten Charitable Trends Every Advisor Should Know in 2018 Bryan Clontz, Ph.D., CFP, CAP President, Charitable Solutions, LLC www.charitablesolutionsllc.com (404) 375-5496 Agenda 1. Philanthropy Is Alive
More informationDonor Confidence Report Issue 20, December 2011
Donor Confidence Report Issue 20, ember 2011 The results in this Donor Confidence Report are drawn from an ongoing Campbell Rinker survey of donor attitudes on giving. The sample size for the ember 2011
More informationThe 2008 Study of High Net Worth Philanthropy
The 2008 Study of High Net Worth Philanthropy Issues Driving Charitable Activities among Affluent Households March 2009 Sponsored by Researched and Written by We especially thank the Indiana University
More informationPublic Says a Secure Job Is the Ticket to the Middle Class
1 Public Says a Secure Job Is the Ticket to the Middle Class By Wendy Wang Americans believe that having a secure job is by far the most important requirement for being in the middle class, easily trumping
More informationRETIREMENT EDUCATION. The Correlation Between Retirement Readiness and Employer Involvement
RETIREMENT EDUCATION The Correlation Between Retirement Readiness and Employer Involvement Employer-Provided Retirement Education a Win-Win for Employers and Employees Americans workplace retirement plans
More information2009 Stelter Donor Insight Report : Age Differences in Planned Giving
2009 Stelter Donor Insight Report : Age Differences in Planned Giving 2009 Stelter Donor Insight Report Age Differences in Planned Giving This report is based on a 2009 national survey of Americans aged
More informationThe 2018 U.S. Trust Study of High Net Worth Philanthropy 1
The 2018 U.S. Trust Study of High Net Worth Philanthropy 1 Conducted in partnership with the Indiana University Lilly Family School of Philanthropy Executive Summary Insights into the motivations, priorities
More informationHow Changes in Tax Rates Might Affect Itemized Charitable Deductions. The Center on Philanthropy at Indiana University March 2009
Executive Summary How Changes in Tax Rates Might Affect Itemized Charitable Deductions The Center on Philanthropy at Indiana University March 2009 President Obama s budget proposal for 2010 and beyond
More informationUniversity Fund. Why I Give
University Fund MAKE A TANGIBLE IMPACT ON OUR STUDENTS. Funding from the commonwealth addresses less than 35% of the real cost associated with educating a student today, and tuition and fees alone do not
More informationThe Effect of the Affordable Care Act on Health Care Philanthropy AHP Survey February 2014
The Effect of the Affordable Care Act on Health Care Philanthropy AHP Survey Copyright 2010 the Association for Healthcare Philanthropy Survey Purpose The Affordable Care Act (ACA) was signed into law
More informationTHE IMPACT OF INTERGENERATIONAL WEALTH ON RETIREMENT
Issue Brief THE IMPACT OF INTERGENERATIONAL WEALTH ON RETIREMENT When it comes to financial security during retirement, intergenerational transfers of wealth create a snowball effect for Americans age
More informationREFORMING CHARITABLE TAX INCENTIVES: ASSESSING EVIDENCE AND POLICY OPTIONS
REFORMING CHARITABLE TAX INCENTIVES: ASSESSING EVIDENCE AND POLICY OPTIONS Joseph Rosenberg and Eugene Steuerle November 15, 2018 The federal tax treatment of charitable giving and the nonprofit sector
More informationDonor-Advised Funds. Morgan Stanley Global Impact Funding Trust (GIFT)
Donor-Advised Funds Morgan Stanley Global Impact Funding Trust (GIFT) A Donor-Advised Fund Can Simplify Your Philanthropic Giving A donor-advised fund (DAF) is a private fund administered by a third party
More information2018 Options and Opportunities: Charitable Giving and the New Tax Rules
2018 Options and Opportunities: Charitable Giving and the New Tax Rules Page 1 Single filers (2018 2025): Joint filers (2018 2025): Page 2 In 2017, the standard deduction combined with the personal exemption
More informationGiving in a Post-Tax Reform World Strategies to maximize the value of charitable gifts 1
Giving in a Post-Tax Reform World Strategies to maximize the value of charitable gifts 1 Martin Hall, Cameron Casey and Sarah Tomeo Hertzog Ropes & Gray LLP Following Congress recent enactment of the most
More informationTHE UNITED CHURCH FUNDS CHARITABLE GIFT ANNUITY
THE UNITED CHURCH FUNDS CHARITABLE GIFT ANNUITY HAVE YOU CONSIDERED A GIFT THAT BENEFITS YOU AND YOUR UCC CHURCH OR MINISTRIES? UNITED CHURCH FUNDS SUPPORT YOUR UCC CHURCH OR MINISTRIES Would you like
More informationGiving and Volunteering in British Columbia
Giving and Volunteering in British Columbia Results from the National Survey of Giving, Volunteering and Participating Stephanie Saunders, MA Research Associate Canadian Centre for Philanthropy www.nsgvp.org
More informationHow to Talk to Clients About Philanthropy: What They Need and Expect. Kathryn W. Miree & Associates, Inc.
How to Talk to Clients About Philanthropy: What They Need and Expect Kathryn W. Miree & Associates, Inc. What We Know About Charitable Giving in the United States Source Amount in Billions Percentage of
More informationScottrade Financial Behavior Study. Scottrade Financial Behavior Study 1
2016 Scottrade Financial Behavior Study Scottrade Financial Behavior Study 1 Scottrade Financial Behavior Study Scottrade, Inc. commissioned a survey of investors to explore their attitudes and behaviors
More informationHawai i Community Foundation
2015 SUMMARY HIGHLIGHTS Hawai i continues to have high levels (93%) of household participation in giving cash, goods or time (volunteering). Volunteering is at the highest level seen in these giving studies
More informationThe 2007 Canada Survey of Giving, Volunteering, and Participating: ATLANTIC CANADA
The 2007 Canada Survey of Giving, Volunteering, and Participating: ATLANTIC CANADA DONATING: Donations Types of organizations supported Donor characteristics: - Age - Presence of children Donation methods
More informationMortality of Beneficiaries of Charitable Gift Annuities 1 Donald F. Behan and Bryan K. Clontz
Mortality of Beneficiaries of Charitable Gift Annuities 1 Donald F. Behan and Bryan K. Clontz Abstract: This paper is an analysis of the mortality rates of beneficiaries of charitable gift annuities. Observed
More informationNational Influence. ...Local Connection. By Tanya Howe Johnson, CAE
National Influence By Tanya Howe Johnson, CAE When members of NCPG s Strategic Directions Task Force met in Indianapolis in August, they agreed that one important reason for NCPG s existence is to ensure
More informationGiving is a part of life. Charitable Giving With Life Insurance
Giving is a part of life Charitable Giving With Life Insurance If you are interested in giving more to charity, life insurance may be able to help. When properly implemented, a life insurance policy may
More informationRetired Spouses. A National Survey of Adults Conducted for AARP The Magazine. November Retired Spouses: A National Survey of Adults 55-75
s A National Survey of Adults 55-75 Conducted for AARP The Magazine November 2008 s: A National Survey of Adults 55-75 s A National Survey of Adults 55-75 Report written by Jean Koppen, Senior Research
More informationNational Charity League, Inc Fundraising Policy
National Charity League, Inc Fundraising Policy Introduction As 501 (c) (3) organizations, NCL Chapters are legally permitted to accept donations from their members as well as from sources outside of the
More informationBoomers at Midlife. The AARP Life Stage Study. Wave 2
Boomers at Midlife 2003 The AARP Life Stage Study Wave 2 Boomers at Midlife: The AARP Life Stage Study Wave 2, 2003 Carol Keegan, Ph.D. Project Manager, Knowledge Management, AARP 202-434-6286 Sonya Gross
More information18 th Annual Transamerica Retirement Survey Influences of Household Income on Retirement Readiness. June 2018 TCRS
1 th Annual Transamerica Retirement Survey Influences of Household Income on Retirement Readiness June 01 TCRS -01 Transamerica Institute, 01 Welcome to the 1 th Annual Transamerica Retirement Survey Welcome
More informationCivic Engagement: Volunteering Dynamics and Flexible Work Options
Civic Engagement: Volunteering Dynamics and Flexible Work Options Introduction May, 2007 John Havens and Tay K. McNamara Volunteering, both formal and informal, is a widespread form of civic engagement
More informationGiving in the Netherlands 2013
Giving in the Netherlands 2013 Prof. Th.N.M. Schuyt, Ph.D., Gouwenberg, B.M. & Prof. R.H.F.P. Bekkers, Ph.D. (Eds., 2013). Giving in the Netherlands: Donations, Bequests, Sponsorship and Volunteering.
More informationAnnual Joint Meeting. Blended Gifts. 10:45 11:45 a.m. & 12:30 1:30 p.m. Dr. Scott Janney, CFRE Chief Development Officer.
Annual Joint Meeting February 14, 2018 10:45 11:45 a.m. & 12:30 1:30 p.m. Dr. Scott Janney, CFRE Chief Development Officer What exactly is a blended gift? Planned Gift / Major Gift What exactly is a blended
More informationThe Cornell Retirement and Well-Being Study. Final Report 2000
The Cornell Retirement and Well-Being Study Final Report 2000 Phyllis Moen, Ph.D., Principal Investigator with William A. Erickson, M.S., Madhurima Agarwal, M.R.P., Vivian Fields, M.A., and Laurie Todd
More informationQuestions and Answers about OLDER WORKERS: A Sloan Work and Family Research Network Fact Sheet
Questions and Answers about OLDER WORKERS: A Sloan Work and Family Research Network Fact Sheet Introduction The Sloan Work and Family Research Network has prepared Fact Sheets that provide statistical
More informationMost Canadians are pretty happy with their lives, but the ones who aren t, are downright miserable
Page 1 of 14 Most Canadians are pretty happy with their lives, but the ones who aren t, are downright miserable One-in-six Canadians are among, who tend to be dissatisfied with most aspects of life February
More informationANALYSIS OF THE TAX CUTS AND JOBS ACT TAX REFORM S POTENTIAL IMPACT ON NONPROFITS As of December 20, 2017
EXEMPT ORGANIZATIONS ANALYSIS OF THE TAX CUTS AND JOBS ACT TAX REFORM S POTENTIAL ON NONPROFITS As of December 20, 2017 Impose an Excise Tax on Executive Compensation The conference bill proposes to impose
More informationMeeting the retirement challenge New approaches and solutions for the financial services industry
Meeting the retirement challenge New approaches and solutions for the financial services industry Sam Friedman Research Leader, Insurance Deloitte Center for Financial Services Val Srinivas Research Leader,
More informationUnderstanding Advisor Approaches and Client Expectations
Understanding Advisor Approaches and Client Expectations Understanding Advisor Approaches and Client Expectations, written by Institutional Investments & Philanthropic Solutions from U.S. Trust, offers
More informationMarriage and Money. January 2018
Marriage and Money January 2018 Introduction The broad discussion in many circles about the plight of the non-prime consumer often uses assumptions about how these consumers think, what matters to them,
More informationProgramme Development and Funding Officer
Programme Development and Funding Officer Candidate Pack Thank you for showing an interest in working for Age International. Age International is a subsidiary charity of Age UK. As such, it is supported
More informationTax Reform and Charitable Giving
University of Nebraska - Lincoln DigitalCommons@University of Nebraska - Lincoln Economics Department Faculty Publications Economics Department 28 Reform and Charitable Giving Seth H. Giertz University
More informationMAKE THE MOST OF YOUR DONOR ADVISED FUND
MAKE THE MOST OF YOUR DONOR ADVISED FUND GUIDELINES, TIPS, DOS AND DON TS More and more individuals and families are using donor advised funds (DAFs) either as their primary charitable giving vehicle or
More informationThe 2011 Consumer Financial Literacy Survey Final Report
The 2011 Consumer Financial Literacy Survey Final Report Prepared For: The National Foundation for Credit Counseling March 2011 Prepared By: Harris Interactive Inc. Public Relations Research 1 Summary
More informationRETIREMENT REPORT MINDFUL RETIREMENT
RETIREMENT REPORT 2017 MINDFUL RETIREMENT MINDFUL RETIREMENT The Scottish Widows study, Mindful Retirement, is part of its annual Retirement Report research and provides a unique illustration of the nation
More informationGiving, Volunteering & Participating
2007 CANADA SURVY OF Giving, Volunteering & Participating David Lasby Giving and Volunteering for Social Services Organizations in Alberta Findings from the Canada Survey of Giving, Volunteering, and Participating
More informationReturn on values. UBS Investor Watch. Most sustainable investors expect better performance, bigger impact
UBS Investor Watch Global insights: What s on investors minds / 2018 Volume 2 Return on values Most sustainable investors expect better performance, bigger impact Every day, wealthy investors make spending,
More information2016 Retirement Confidence Survey
2016 Retirement Confidence Survey A Secondary Analysis of the Findings from Respondents Age 50+ Alicia R. Williams, PhD and Eowna Young Harrison, BS AARP Research https://doi.org/10.26419/res.00159.001
More informationBank of America Study of High Net-Worth Philanthropy Initial Report. Researched and Written by
Bank of America Study of High Net-Worth Philanthropy Initial Report Researched and Written by October 2006 Bank of America The Philanthropic Management group within Bank of America delivers expertise and
More informationIt s more than our tag line.
It s more than our tag line. Earning our clients confidence starts with delivering consistently excellent investment results and outstanding service. But it doesn t end there. Confidence also comes from
More informationA Review of the. Tax Cuts & Jobs Act of 2017
A Review of the Tax Cuts & Jobs Act of 2017 1 The largest expense most people will pay in their lifetime, by far, is income taxes. In December 2017, Congress passed the Tax Cuts and Jobs Act, a dramatic
More informationPatriotism Survey Among U.S. Adults Age 18 and Older
Patriotism Survey Among U.S. Adults Age 18 and Older Conducted for AARP Bulletin June 2006 Patriotism Survey Among U.S. Adults Age 18 and Older Report Prepared by Hana Holley AARP Strategic Issues Research
More informationThe new state of donation: Three decades of household giving to charity
The new state of donation: Three decades of household giving to charity 1978 2008 Executive Summary Edd Cowley, CMPO, University of Bristol Tom McKenzie, CGAP, Cass Business School Cathy Pharoah,CGAP,
More informationMy People Fund Evaluation: Preliminary Findings
My People Fund Evaluation: Preliminary Findings 10/1/2017 My People Fund Evaluation: Preliminary Findings 1 Table of Contents Background... 2 Methods... 2 Demographics... 3 Housing... 4 Financial Impact...
More informationGender Inequality in US and Japanese Businesses. Akin Can Akdogan Liliya Temes Jieun Yang
Gender Inequality in US and Japanese Businesses Akin Can Akdogan Liliya Temes Jieun Yang The Gray Rhino Highly probable, high-impact yet neglected threat The obvious danger that we often ignore By Michele
More informationCharitable Giving & Taxes
Charitable Giving & Taxes 2 nd Annual St. Lawrence County Non-Profit Conference October 10, 2018 Presented By: Angela M. Gray, CPA Canton Office One Main Street, Canton, NY Phone: 315.386.2925 www.graycpas.com
More informationImpact Investing: At a Tipping Point?
Impact Investing: At a Tipping Point? This 2018 briefing provides data gathered from a survey of affluent and high-net-worth people who give to charity to understand their interest in, knowledge of and
More informationPNC CENTER FOR FINANCIAL INSIGHT
PNC CENTER FOR FINANCIAL INSIGHT Responding to Tax Reform a Nonprofit Action Plan The new tax regime may have significant implications on charitable giving, creating a need for non-profit organizations
More information18 th Annual Transamerica Retirement Survey Influences of Generation on Retirement Readiness. June 2018 TCRS
th Annual Transamerica Retirement Survey Influences of Generation on Retirement Readiness June 0 TCRS -06 Transamerica Institute, 0 Welcome to the th Annual Transamerica Retirement Survey Welcome to this
More informationWells Fargo/Gallup Survey: If Tax-Deferred Saving in a 401(k) Is Eliminated, Nearly Half of U.S. Investors Would Save Less or Stop Saving
Media Amy Hyland Jones (704) 374-2553 Amy.HylandJones@wellsfargo.com Wells Fargo/Gallup Survey: If Tax-Deferred Saving in a 401(k) Is Eliminated, Nearly Half of U.S. Investors Would Save Less or Stop Saving
More informationGENDER AND MARITAL STATUS COMPARISONS AMONG WORKERS
2017 RCS FACT SHEET #5 GENDER AND MARITAL STATUS COMPARISONS AMONG WORKERS Are unmarried men and women equally likely to plan and save for retirement? Do they have similar expectations about their needs
More informationRetirement NOW REPORT. Life s brighter under the sun
2016 Retirement NOW REPORT Life s brighter under the sun Contents About the Sun Life Financial Retirement Now Report... 3 Life in retirement... 4 Finances in retirement... 7 Leaving a legacy... 9 2 About
More informationTD Love & Money. July 2016
TD Love & Money July 2016 Overview To guide press and marketing strategies TD Bank conducted a survey focused on Couples & Money. Survey topics include how often couples talk about money, how much they
More informationEngagement Study February 2014
Engagement Study February 2014 Our Strategic Plan Identify and understand key constituencies Increase engagement Motivate giving Project Objectives What do they know about us? Understand perceptions of
More information2018 U.S. TRUST INSIGHTS ON WEALTH AND WORTH
2018 U.S. TRUST INSIGHTS ON WEALTH AND WORTH Detailed Findings FOR MEDIA INQUIRIES, CONTACT: JULIA EHRENFELD U.S. TRUST MEDIA RELATIONS 646.855.3267 JULIA.EHRENFELD@BANKOFAMERICA.COM Go Paperless! Please
More informationTHE U.S. TRUST STUDY OF THE PHILANTHROPIC CONVERSATION:
THE U.S. TRUST STUDY OF THE PHILANTHROPIC CONVERSATION: Understanding Advisor Approaches & Client Expectations Conducted in partnership with The Philanthropic Initiative JULY 2018 Table of contents I.
More informationSocial Security: Voices and Values
Social Security: Voices and Values Conducted by AARP with support from The Rockefeller Foundation National Survey Women October 25, 2010 Copyright 2010 AARP Research & Strategic Analysis Reprinting with
More informationCharitable Giving Opportunities Under the New Tax Law
Charitable Giving Opportunities Under the New Tax Law November 12, 2018 by Robert Huebscher Kim Laughton is president of Schwab Charitable, a non-profit, donoradvised fund (DAF) provider established with
More information