Thanks to Joe Jerz, Senior Director of Campaign and Major Gifts at Heart of West Michigan United Way in Grand Rapids for sending out a link this morning to the study. It's only 7 pages long and I took a copy with me this morning on a visit to a Financial Planner. It made a great impact piece for a conversation about her clients, our Tocqueville Society, and the endowment. Go to http://newsroom.bankofamerica.com/files/press_kit/additional/2012_BofA_Study_of_HNWP_-_Key_Findings.pdf
David
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