Modern Philanthropy: New Ways for Organizations to Target HNWIs
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With the global HNWI population rising, the philanthropic sector is poised for long-term growth. This offers significant opportunities for advisors to target HNWIs.
HNWIs do not simply want to grow wealth; they are also looking to safeguard fortunes and fulfill personal interests.
There are numerous ways in which HNWIs can create a legacy through philanthropic activities, foundation work and passing on values to their children.
Younger HNWIs are increasingly donating wealth in different ways. Impact investments, micro-financing and giving pledges are all changing the way charities, non-profits and other organizations target HNWIs.
WealthInsight’s research finds that HNWIs’ giving patterns differ significantly according to their age group, gender, location, wealth band and motivation.
Scope
The report is divided into four chapters, which cover the following areas:
• Understanding HNWI Giving Attitude
• Current Giving Patterns
• New Trends in Philanthropic Giving
• New Ways to Target HNW Philanthropists
Key Highlights
• The number of HNWIs is projected to grow at a forecast-period compound annual growth rate of 3.03%, to reach over 20 million individuals in 2020.
• The global HNWI population prefers to engage in health-related causes, followed by academic causes and culture.
• Although health was the most popular cause for both males and females, 29% of female HNWIs are more inclined to contribute to this cause, compared to 23.7% of men.
• Financial returns and long-term social change drive investors towards impact investments.
Reasons to Buy
• Understand the attitudes of HNW philanthropists and their preferred philanthropic causes, and identify key differences in giving.
• Gain insight into key giving patterns of HNW philanthropists based on a unique analysis of WealthInsight’s proprietary HNWI database, comprising 140,000 dossiers.
• Be informed about HNWIs’ preferred philanthropic causes according to HNWIs' age, gender, wealth band and region.
• Analyze current trends in philanthropy, including foundation work, social entrepreneurship and collaborative philanthropy.
• Identify approaches to targeting HNWI philanthropists.
JP Morgan Chase
Barclays
Family Bhive
Bill and Melinda Gates Foundation
the Ford Foundation
Azim Premji Foundation
BNP Paribas
Foundation Source
Neo Philanthropy
the Rockefeller Philanthropy advisors
St James’s Place Wealth Management
Citi Group
Goldman Sachs
Acumen Partners
Yes Bank
Embrace
Liter of Light
Digital Green
Capricorn Investment Group
Khosla Impact Fund
US Trust
RBC
Water Street Family Offices
US National Advisory Board
International Development and Commonwealth Developments Corporation
Table of Contents
Frequently asked questions
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