Survey finds 56% of affluent have charitable giving strategy
BNY Mellon says most investors, particularly Gen X and millennials, want their adviser to understand their values.
Charitable giving is top of mind for most affluent individuals, according to a study by BNY Mellon Wealth Management, which found that 56% of the affluent currently have a charitable giving strategy and 22% would consider adopting one.
The top two motivators for giving are personal satisfaction a
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