U.S. Trust Study of High Net Worth Philanthropy
2016 U.S. Trust Study of High Net Worth Philanthropy
The 2016 U.S. Trust Study of High Net Worth Philanthropy examines the giving and volunteering trends, behaviors, attitudes, and priorities of wealthy American households, and was written and researched in partnership with the Indiana University Lilly Family School of Philanthropy.
Building upon earlier research completed in 2014, 2012, 2010, 2008 and 2006, the sixth in this series of biennial studies is based on a nationally representative random sample of wealthy donors, including, for the first time, deeper analysis based on age, gender, sexual orientation and race. This expanded methodology enables further exploration of the philanthropic trends, strategies, and behaviors among the high net worth population. Results are based on a survey of more than 1,400 U.S. households with a net worth of $1 million or more (excluding the value of their primary home) and/or an annual household income of $200,000 or more.
This research series is the most comprehensive and longest-running of its kind, and an important barometer for wealthy donors’ charitable engagement and perspectives. Key findings from the latest study offer valuable insights that help inform the strategies of nonprofit professionals, wealthy donors and charitable advisors alike.
News Releases and Additional Information
- Oct. 25, 2016 — 2016 U.S. Trust Study of High Net Worth Philanthropy Reveals Positive Giving and Volunteering Forecasts for the Coming Years
- Oct. 21, 2014 — 2014 U.S. Trust Study of High Net Worth Philanthropy Finds 28 Percent Increase in Charitable Contributions; Donors Forecast Positive Giving Trends for the Coming Years
- 2016 U.S. Trust Study of High Net Worth Philanthropy
- 2014 U.S. Trust Study of High Net Worth Philanthropy
- 2012 Bank of America Study of High Net Worth Philanthropy
- 2011 Bank of America Merrill Lynch Study of High Net Worth Women’s Philanthropy
- 2010 Bank of America High Net Worth Philanthropy Study
- 2008 Bank of America High Net Worth Philanthropy Study
- Portraits of Donors
- 2006 Bank of America High Net Worth Philanthropy Study
- Ann Limberg, head of Philanthropic Solutions and the Family Office, U.S. Trust
- Claire Costello, national Philanthropic Practice executive, U.S. Trust
- David Ratcliffe, national Philanthropic Practice expert (Thought Leadership and Research), U.S. Trust
- Ramsay Slugg, national Wealth Planning strategist, U.S. Trust
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