Conference Registration Information
Special Room Rates!
If you need a hotel room you cannot
rate! A block of rooms for attendees has
been reserved at The Sheraton Hotel in
Newton, Mass., for October 7 and 8, 2008.
Rooms are provided at the discounted rate of
$129 plus tax.
Call 1-800-325-3535 and reference code AFJ03.
for online conference registration.
for more conference information.
to download a PDF of the conference
Please keep in mind that if you receive this newsletter
or are a member of the Boston College Community
you can benefit from the "member" early bird
registration rate of $795 a potential savings of over
Early Bird Rates (Effective until August 15,
Regular Rates (Effective August 16, 2008)
I'm delighted to invite you to join me and
John Havens at our upcoming conference,
and Demand of Philanthropy in the 21st
co-sponsored with the Association of
Fundraising Professionals (AFP). The
be held here
at Boston College on October 7 - 8,
2008. We are pleased to share information
about the conference in this newsletter. For
convenience we have included a conference
overview, registration information, and a
suggested readings that will help you prepare
As always, I welcome your comments and
feedback. I wish you, your family, and your
friends a relaxing summer season.
Center on Wealth and Philanthropy
The Center on Wealth and Philanthropy
garnered significant media attention from its
report Millionaires and the Millennium: New
Estimates of the Forthcoming Wealth Transfer
and the Prospects
for a Golden Age of Philanthropy. In this
report CWP predicts a $41 trillion (in 1998
dollars) intergenerational transfer of wealth
during the 55-year period from 1998 through
2052. For fundraising and financial
professionals who wish to better understand
and utilize this wealth transfer, this
conference will explore (at a level of detail
rarely offered) two fundamentally important
- The New Dynamics of Philanthropy: the
idea that donors desire greater charitable
- The Moral Biography of Wealth: the way
individuals conscientiously combine two
elements in daily life: personal capacity and
Paul Schervish and John Havens will discuss the
supply (donor) side and the demand (charity and
beneficiary) side of philanthropy in the 21st
John Havens will provide context for
discussion of these ideas by offering an
overview of the $41 trillion wealth transfer.
Paul Schervish will discuss important
aspects of the supply and demand of
philanthropy in the 21st century, and the
distinctive traits of wealth holders. In his
unique and effective style, Paul Schervish
will elaborate and provide concrete examples
of an innovative way of thinking, feeling and
acting that constitutes the new physics of
philanthropy. This includes how wealth
holders seek (rather than resist) greater
charitable involvement, approach their
philanthropy with an entrepreneurial
disposition, understand that caring for the
needs of others is a path to
self-fulfillment, and view philanthropy as a
way to achieve simultaneously happiness for
themselves and others.
An equally important aspect of The
Demand of Philanthropy in the 21st
the concept of the "moral biography". Paul
Schervish will discuss and provide examples
of the distinctive characteristics of a moral
biography of wealth. Exploration of the
moral biography of wealth highlights the
philosophical foundations of major gifts by
major donors and is a critical tool for
anyone who is concerned with fundraising and
financial planning. Over the course of two
days you will learn the elements of the moral
biography of wealth and how to encourage
biographical conversations with clients and
donors to generate a new dynamic in
philanthropy and more personal, knowledgeable
and successful client/donor relationships.
In addition to Schervish and Havens a highly
regarded vice president for advancement and a
well respected financial professional will
also provide insights and answer questions
during the conference.
We sincerely hope you can join us here at
Boston College, October 7-8, 2008.
The following are suggestions for background
reading regarding the topics to be covered at
1) "Today's Wealth Holder and Tomorrow's
The New Dynamics of Wealth and Philanthropy."
Paul G. Schervish. Journal of Gift Planning.
Vol. 9, no.
3. 3rd Quarter 2005. Pp. 15-37.
Increasing numbers of individuals are
achieving, or even exceeding their financial
younger and younger ages. A level of
had been rare has come to characterize large
and even whole cultures. In the context of an
intergenerational transfer of wealth, the author
examines demographic and spiritual trends
motivating wealth holders to allocate an
portion of their financial resources to charity.
2) "Why The Wealthy Give: Factors Which
Mobilize Philanthropy Among High Net-Worth
Individuals." Paul G. Schervish. The
Routledge Companion to Nonprofit Marketing.
Published Winter 2008. This article outlines
the motivations of high
net-worth individuals for philanthropy.
3) "How do People Leave Bequests: Family or
Paul G. Schervish and John J. Havens. In
Alicia Munnell and Annika Sunden, (eds.),
Death and Dollars, forthcoming Brookings
Press. This paper presents an alternative
paradigm to economic models of transfers, one
which we have developed from our extensive
ethnographic and survey research on
charitable giving and which we call the
Download Paper (PDF).
4) "The Modern Medici: Patterns, Motivations,
and Giving Strategies of the Wealthy." Paul
G. Schervish. This paper addresses three
aspects of the relationship between wealth
and philanthropy. Download
5) "The Moral Biography of Wealth:
Philosophical Reflections on the Foundation
of Philanthropy." Paul G. Schervish.
Published in Nonprofit and Voluntary Sector
Quarterly. Volume 35, No. 3, pp. 466-492.
September 2006. Places the notion of a moral
biography of wealth in historical context and
suggests how advancement professionals can
deepen their own moral biography by working
to deepen the moral biography of their
6) "The Sense and Sensibility of Philanthropy
as a Moral Citizenship of Care." Paul G.
Schervish, (2005) Good Intentions: Moral
Obstacles and Opportunities, David H. Smith
(editor) Indiana University Press. The
leading question of this paper is how to
understand the moral dimensions of
philanthropy as a spiritual sense and
sensibility. The purpose is to elaborate a
modestly integrated analysis of several
aspects of philanthropy that make it a
morally oriented behavior in the lives of