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Poll Results: What Making an Impact Means for You

Building your family legacy. Growing your business. Supporting your philanthropic causes. What causes matter to you the most? Here's what our poll found.

Pie chart of overall poll results: philanthropy focus, 36%; business focus, 16%; and family focus 48%

How would you like to make a difference with your wealth—through your family legacy, your business, or your philanthropy? To help our clients better determine their focus, we conducted a five-question poll.

The pie chart above shows the results: Most of you (48%) are family focused, which means you find creating a family legacy an enriching experience. Not far behind is philanthropy (36%), which means you’re more focused on supporting causes that are important to you, your family, and your business. Sixteen percent find focusing on business more rewarding, perhaps running a long-term family business or considering creating a startup.

What answers led to these conclusions? Read on for the results.

Question 1

What is the first thing that pops into your mind when you think of making an impact?

For a text alternative, click the link below.

  • Guiding and nurturing my family: 52%
  • Helping causes I care about: 35%
  • Creating or growing a business that reflects my values: 13%

Question 2

What are your biggest concerns that could hinder your ability to achieve your desired impact?

For a text alternative, click the link below.

  • Finding the time or opportunity to support causes I believe in: 39%
  • Getting my family members on the same page for legacy planning: 37%
  • Creating a sustainable business plan that supports my values: 24%

Question 3

What is the main way you want to make an impact?

For a text alternative, click the link below.

  • Through nurturing my family: 41%
  • Through voluntourism, board leadership, or financial contributions to a charity: 41%
  • Through my innovation and business leadership: 18%

Question 4

What key partners will you include in conversations with your financial and tax advisors about achieving your goals?

For a text alternative, click the link below.

  • My family: 64%
  • Charitable and community leaders: 24%
  • My business partners: 12%

Question 5

Which quote is closest to your vision for making an impact?

For a text alternative, click the link below.

  • “Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has.” – Margaret Mead: 37%
  • “Do not follow where the path may lead. Go instead where there is no path and leave a trail.” – Ralph Waldo Emerson: 33%
  • “In every conceivable manner, the family is link to our past, bridge to our future.” – Alex Haley: 30%

What can Wells Fargo do for you?

Creating a plan for every generation of your family can be a challenge. Schedule time with your team to get started.


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