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.

Summary of Key Findings


News Releases and Additional Information

Press Releases




Executive Biographies

  • 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


For More Information

For more information about this study, please contact Matt Card, Bank of America, 1.617.434.1388 or Julia Ehrenfeld, Bank of America, 1.646.855.3267.