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New Findings, Ancient Wisdom, and a Spiritual Practice for Advisors - Schervish

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Paul G. Schervish, Professor
Director, Center on Wealth and Philanthropy
Boston College, Center on Wealth and Philanthropy

New Findings, Ancient Wisdom, and a Spiritual Practice for Advisors

Paul Schervish will discuss several new findings on the relation between wealth and philanthropy: the decline in giving during the Great Recession; four new or confirmed findings on charitable giving among wealth holders; giving by boomers and post-boomers as they age; and some intriguing figures and projections from the Center’s fully revised wealth transfer model. Second, he will discuss philanthropy as philia, the Greek root of philanthropy that brings to both giving and fundraising their most profound spiritual significance. Finally, he will review a section from the Spiritual Exercises by Jesuit founder Ignatius Loyola. Presenting discernment as disposition, decision, and deed, Ignatius’s meditation offers remarkably practical insights for financial advisors dedicated to helping their clients discern the use of riches in the service of ultimate purpose.

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