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市場調查報告書

現代的慈善事業:以個人富裕階級 (HNWI) 為目標的新方法

Modern Philanthropy: New Ways for Organizations to Target HNWIs

出版商 GlobalData 商品編碼 366061
出版日期 內容資訊 英文 46 Pages
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現代的慈善事業:以個人富裕階級 (HNWI) 為目標的新方法 Modern Philanthropy: New Ways for Organizations to Target HNWIs
出版日期: 2016年08月09日 內容資訊: 英文 46 Pages
簡介

隨著全球個人富裕階級 (HNWI)的增加,全球慈善事業 (慈善活動) 部門,預計有長期性成長。 世界的

本報告提供全球慈善事業部門調查分析,HNWI的捐獻的想法,捐獻的模式,新的趨勢,以HNWI為目標的方法等系統性資訊。

第1章 簡介

第2章 富裕階級 (HNWI)對捐獻的想法

  • HNWI對捐獻的目前想法

第3章 目前捐獻的模式

  • 主要調查結果
  • 目前捐獻的模式

第4章 慈善的捐獻中的新趨勢

  • 主要調查結果
  • 慈善的捐獻趨勢

第5章 以富裕階級的慈善家為目標的新方法

  • 以富裕階級的慈善家為目標的新方法

第6章 附錄

第7章 關於 WealthInsight

圖表

目錄
Product Code: WI0024FR

With the volume of HNWIs rising across the world, the global philanthropic sector is poised for long-term growth. In 2015, the total global HNWI population was estimated at 17.7 Million individuals with an average wealth of US$3.83 Million per individual. The number of HNWIs is projected to grow at a forecast-period compound annual growth rate (CAGR) of 3.03%, to reach over 20 Million individuals in 2020. The Americas region currently has the largest HNWI population with 6.3 Million, followed by Europe and Asia-Pacific. Asia-Pacific is forecast to overtake Europe by 2020 to reach 6.2 Million HNWIs. The Middle East and Africa had the lowest HNWI population in 2015 with 609,159 individuals.

Global HNWI population preferred to engage in health-related causes, followed by academic causes and culture. Academic causes were the most important for philanthropic donors in Asia-Pacific, representing 27.8% of HNWIs. Health and culture were the most preferred philanthropic causes among HNWIs in Europe with 27.7% and 22.5% respectively. In the Americas, and the Middle East and Africa philanthropy towards health with 25.0% and 25.1% respectively was followed by academic causes.

HNWIs aged under 45 are most likely to donate to health-related causes with 32.0% of HNWIs, compared to 25.1% of those aged 45-64, and 23.3% of those aged over 65. HNWIs aged under 45 also show strong affinity towards humanitarian causes with 23.8% of HNWIs, while those aged 65 and over are less likely to contribute towards the same cause. At 12.5% and 10.7%, younger HNWIs are less likely to have an affinity for cultural and academic causes than older HNWIs.

Social enterprises act as vehicles in fostering impact investment growth by bringing together potential investors and social initiatives. However, most not-for-profit organizations or social enterprises operating on the demand side are philanthropic in nature and have limited experience in business. This lack of experience makes it risky for investors to allocate funds. For non-profits and charitable organizations, wealth managers have emerged as a likely partner in targeting HNWIs for philanthropic giving.

Advisories can be formed to help philanthropists in selecting the right business for investments, and managing microenterprises in developing a profit and growth. As a result, this modern approach to philanthropy will transform it into a more organized and impact-oriented sector, enabling advisors to strengthen client relationships.

The report “Modern Philanthropy: New Ways for Organizations to Target HNWIs ” examines specific trends in the Americas, Europe, Asia-Pacific, the Middle East and Africa. For each region, the motives of HNWI philanthropists are analyzed by age, gender and their wealth band.

In depth, this report provides the following analysis:

  • Examines the HNW population, attitudes of philanthropists and their preferred philanthropic causes, and identifies the key differences in giving.
  • Analysis of the key giving patterns of HNW philanthropists from WealthInsight's proprietary HNWI database and looks at HNWIs' preferred philanthropic causes and segments them by age, gender, wealth band and region.
  • Provides an in-depth analysis of current trends in philanthropy, covering foundation work, social entrepreneurship and collaborative philanthropy.
  • Helps to identify new approaches that philanthropic organizations should take when targeting HNWIs.

Companies mentioned in this report: The Charities Aids Foundation, 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

Executive Summary

Table of Contents

List of Tables

List of Figures

1. Introduction

  • 1.1. What is this Report About?
  • 1.2. Definitions and Scope

2. Understanding HNWI Giving Attitudes

  • 2.1. Current Giving Attitudes of HNWIs

3. Current Giving Patterns

  • 3.1. Key findings
  • 3.2. Current Giving Patterns

4. New Trends in Philanthropic Giving

  • 4.1. Key Findings
  • 4.2. Philanthropic Giving Trends

5. New Ways to Target HNW Philanthropists

  • 5.1. New ways to target HNW philanthropists

6. Appendix

7. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Global HNWI Populations, 2011-2020
  • Table 2: HNWIs' Primary and Secondary Needs
  • Table 3: Philanthropic Giving Defined
  • Table 4: Emerging Trends in Philanthropy
  • Table 5: Global HNWIs - Philanthropy by Region and Cause (%), 2016
  • Table 6: Global HNWIs - Philanthropy by Gender and Cause (%), 2016
  • Table 7: Female HNWIs - Philanthropy by Region and Cause (%), 2016
  • Table 8: Male HNWIs - Philanthropy by Region and Cause (%), 2016
  • Table 9: Global HNWIs - Philanthropy by Age Group and Cause (%), 2016
  • Table 10: The Americas HNWIs - Philanthropy by Age Group and Cause (%), 2016
  • Table 11: Europe HNWIs - Philanthropy by Age Group and Cause (%), 2016
  • Table 12: Asia-Pacific HNWIs - Philanthropy by Age Group and Cause (%), 2016
  • Table 13: Middle East and Africa HNWIs - Philanthropy by Age Group and Cause (%), 2016
  • Table 14: Global HNWIs - Philanthropy by Wealth Band and Cause (%), 2016
  • Table 15: Billionaires - Philanthropy by Region and Cause (%), 2016
  • Table 16: Centimillionaires - Philanthropy by Region and Cause (%), 2016
  • Table 17: Affluent Millionaires - Philanthropy by Region and Cause (%), 2016
  • Table 18: Mid-Tier Millionaires - Philanthropy by Region and Cause (%), 2016
  • Table 19: Lower-Tier Millionaires - Philanthropy by Region and Cause (%), 2016
  • Table 20: Affluent Millionaires - Philanthropy by Region and Cause (%), 2016
  • Table 21: Mid-Tier Millionaires - Philanthropy by Region and Cause (%), 2016
  • Table 22: Lower-Tier Millionaires - Philanthropy by Region and Cause (%), 2016
  • Table 23: HNWI Preference in Types of Charitable Organization (%), 2016

List of Figures

  • Figure 1: Global HNWIs - Philanthropy by Cause (%), 2016
  • Figure 2: Regional HNWIs - Philanthropy by Cause (%), 2016
  • Figure 3: Global HNWIs - Philanthropy by Gender and Cause (%), 2016
  • Figure 4: Female HNWIs- Philanthropy by Cause (%), 2016
  • Figure 5: Male HNWIs - Philanthropy by Cause (%), 2016
  • Figure 6: Global HNWIs - Philanthropy by Age and Cause (%), 2016
  • Figure 7: Global HNWIs - Philanthropy by Wealth Band and Cause (%), 2016
  • Figure 8: HNWI Preferences for Types of Charitable Organization
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