Gaining Perspective

Trends in Charitable Giving Among Wealthy Families


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BNY Mellon Wealth Management released its inaugural Charitable Giving Study a couple of weeks ago. It was a survey of 200 people with at least $5 million in AUM. It painted a vivid picture of high-net-worth investors’ behaviors, attitudes and experiences towards charitable giving. Some of the key findings included that only 56% had a charitable giving strategy, and that the top motivators for giving were personal satisfaction and connections. Here to discuss the findings of that study is Crystal Thompkins.
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Gaining PerspectiveBy Advisor Perspectives

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