The results of a recent survey by UBS Wealth Management Americas provide some fascinating insights into what the Middle Class Millionaires in your organization think about their philanthropy. Here are some highlights that jumped out at me:
- 91% of all millionaires (those with assets of $1 million or more) donated money or volunteered their time to a favorite charity – with 55% doing both.
- 52% plan to leave a sizeable part of their wealth (28% of their wealth on average) to charity ...
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