TPI/U.S.Trust Study of The Philanthropic Conversation

August 2018
US Trust and The Philanthropic Initiative, Inc. (TPI)

The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand the extent and dynamics of philanthropic conversations taking place between wealthy individuals and their advisors, The Philanthropic Initiative (TPI) partnered with U.S. Trust on a study of advisors’ approaches to and high-net-worth clients’ expectations of these discussions. This study builds upon research conducted in 2013 on the same topic. Learn more here.

This report is tagged under:

  • Philanthropy Advice
  • Philanthropy stats & trends
  • Promoting philanthropy
  • Strategy advice
  • Understanding philanthropy