Resources

Reports

You might find some of these reports useful. Some reports are held as PDF documents within the site and others link to other sites.

Report
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...
Report
The Philanthropy Workshop
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
Report
Monitor Group LLP
The combination of the new ecology and the responses to it suggests that philanthropy has entered a fascinating and perplexing moment of transition. The old norms and practices don't fee...
Report
Monitor Group LLP
This report shows how long-term trends are combining to create a new reality for every gift and giver. One result is that anyone who wants to give has more choices...