Opinion: Survey Challenges Assumptions About High-End Donors

A New York Times financial writer assesses a recent study that found significantly divergent views on philanthropy between the wealthy and their financial advisers.

“Wealth Matters” columnist Paul Sullivan writes that the recent survey by private bank U.S. Trust indicates high-net-worth individuals are not getting the giving advice they want from advisers, whose counsel on philanthropy tends to focus more on money management and taxes than on charitable goals. He talks to several wealthy donors and advisers about the seeming mismatch.

Read a Chronicle of Philanthropy article about the U.S. Trust study.