US Trust Bank of America Private Wealth Management

2016 U.S. Trust® Study of High Net Worth Philanthropy

Posted on April 13, 2018 by Bank of America Private Bank, US Trust Bank of America Private Wealth Management

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. 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. … Read More

The U.S. Trust Study of the Philanthropic Conversation: Understanding advisor approaches and client expectations

Posted on October 8, 2013 by Bank of America Private Bank, The Philanthropic Initiative

The vast majority of high net worth (HNW) individuals give to charity, and many feel that philanthropy is an important aspect of their wealth experience. HNW individuals are increasingly relying on professional advisors for support with their charitable activity. However, the philanthropic conversations with and advice provided by their advisors are not always aligned to their needs. Several disconnects between HNW individuals and advisors center on the initiation and substance of their philanthropic discussions… Read More

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