wealthx-2022年超高净值慈善事业（英）-22页_877kb

报告摘要

Summary of Wealth-X's "Ultra High Net Worth Philanthropy 2022"

Core Content

This report provides an in-depth analysis of the philanthropic behavior of Ultra High Net Worth (UHNW) individuals globally, focusing on the year 2020. It outlines the scale, trends, and regional differences in their giving patterns, as well as the impact of the pandemic on their charitable activities.

Key Findings

Global Philanthropy by UHNW Individuals

In 2020, UHNW individuals (those with $30m+ net worth) gave a total of $175bn, accounting for 36% of all global individual giving.
This represents an average donation of $590,000 per UHNW individual.
The UHNW class is a major contributor to philanthropy, with their giving often forming the backbone of non-profit and charitable activities.

Regional Contributions

North America accounted for over 50% of all UHNW donations, with $91bn in total.
Europe contributed $52bn, or 30% of the global UHNW giving.
Asia contributed $21.5bn, or 12% of the global UHNW giving.
Other regions (Middle East, Latin America, Africa, and Pacific) contributed smaller amounts, with the Middle East at $8.1bn (5.6%) and Africa at $1.1bn (0.6%).

UHNW Population by Region

North America: 139,400 UHNW individuals
Asia: 96,770 UHNW individuals
Europe: 88,870 UHNW individuals
Middle East: 12,270 UHNW individuals
Latin America and Caribbean: 7,240 UHNW individuals
Pacific: 4,490 UHNW individuals
Africa: 3,190 UHNW individuals

UHNW Giving Trends

The growth in UHNW giving (4.1%) outpaced that of non-UHNW individual giving (2.9%) and institutional donations (1.5%) in 2020.
This highlights the resilience of UHNW individuals as a source of philanthropy, even during the pandemic.
In the US, UHNW giving increased by 6.2%, reflecting the country's dominant role in the global UHNW philanthropy landscape.

Major Philanthropist Archetypes

The report identifies two archetypes of UHNW philanthropists:
- UHNW individuals with private charitable foundations
- Major philanthropists (those without private foundations)
UHNW individuals with private foundations tend to be older and wealthier, with a greater proportion of self-made wealth.
Major philanthropists are often younger and more likely to have inherited wealth.

Giving Preferences by Region

Gender

Approximately 90% of UHNW donors are male, with female representation being marginally higher in the philanthropist group.
The proportion of female UHNW donors is gradually increasing due to changing societal attitudes, growth in female entrepreneurship, and more collaborative giving initiatives.

Age

The average age of UHNW donors in North America is 68, which is 8 years older than in Asia.
Asia has a higher proportion of UHNW donors under 50, while North America has a larger share of donors over 70.
In China, the average age of UHNW donors is 56, which is 12 years younger than in the US.

Source of Wealth

Self-made wealth is the main source of UHNW giving, with 70% of the global UHNW population having created their own fortunes.
In North America and Asia, the proportion of self-made UHNW donors is slightly higher than in Europe (around 75%).
Inherited wealth is more common in Europe, with below 10% of UHNW donors in the region having inherited their wealth, compared to 2% in China.

Primary Industry

Banking and finance is the most common primary industry for UHNW donors in all three major regions.
In North America and Europe, a full-time focus on non-profit and social organizations is also significant.
In Asia, the non-profit sector does not rank highly, possibly due to the early stage of development of the sector in the region.

Philanthropic Causes

Education is the most popular cause among UHNW donors, with a significant share in all regions.
In Asia, education-related giving is particularly prominent, reflecting a strong focus on improving educational facilities and opportunities.
Social services and healthcare/medical research are also major causes.
Arts and culture are more popular in North America and Europe than in Asia.

Impact of the Pandemic

Despite the pandemic's effects, UHNW giving increased by 4.1% in 2020, outperforming other sources of philanthropy.
The pandemic encouraged a shift in focus towards healthcare and social services, as the public became more aware of the need for support in these areas.
UHNW individuals have a greater capacity to give due to their liquid assets, making them a resilient source of philanthropy during economic uncertainty.

Methodology and Context

The report uses Wealth-X data to track giving patterns among UHNW individuals.
It distinguishes between UHNW donors and major philanthropists.
The data reflects donations from individuals and private foundations, excluding corporate and government contributions.

Conclusion

UHNW individuals continue to be a crucial and growing segment of the global philanthropy landscape.
Their donation patterns, preferences, and behavior vary significantly by region, gender, age, and industry.
As intergenerational wealth transfers increase, the profile of UHNW donors is expected to evolve, with a greater presence of female and younger donors.
The resilience of UHNW giving and the impact of the pandemic highlight the increasing importance of this group in shaping future philanthropic initiatives.