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Survey finds 56% of wealthy have a charitable giving strategy

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Survey finds 56% of wealthy have a charitable giving strategy


Charitable giving is a top priority for most HNWIs, according to a study by BNY Mellon Wealth Management, which found that 56% of HNWIs currently have a charitable giving strategy and 22% would consider adopting it. Strategy.

The survey found that the top two drivers of giving are personal satisfaction and relationships, with 91% of respondents agreeing that a charitable giving strategy is part of their overall wealth strategy.

Most investors, especially Gen Xers and millennials, want their wealth advisors to understand their values, BNY Mellon said in research.

[MORE: Charitable giving continues upward trajectory]

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