BNY Mellon Wealth Management this week released its inaugural research on high-net-worth U.S. investors and their behaviors, attitudes and experiences toward charitable giving. The research sought to find out what donors are thinking about philanthropy, and uncovered themes around professional advice, motivations for giving and change in giving strategy. BNY Mellon Wealth Management fielded the study in March in partnership with Brown Yardley Research among 200 adults who had a minimum of $5 million in investable assets — including 40 participants with $25 million or more — and were decision makers in household financial decisions. See the gallery for nine key findings that emerged from the study.
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Year-end 2024 Tax Topics Checklist