Resources

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...
Expert opinion
IT WAS IN 1987 that, following an altercation with my driver—whom I suspected wanted to take the car to his home to siphon out the excess petrol and sell it—I...
Book Review
Pragmatic Philanthropy: Asian charity explained Authors: Ruth Shapiro, with Manish Mirchandani and Heesu Jang Ruth Shapiro’s highly readable title is a welcome addition to the surprisingly underrepresented catalogue of books on Asian philanthropy. Philanthropy sits at the nexus between astonishing...
Report
Thoughtful Philanthropy
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future.
Report
Global Impact Investing Network (GIIN)
Global Impact Investing Network (GIIN) network are releasing their report on The State of Impact Measurement and Management Practice . The report provides a comprehensive survey of the state of...
Expert opinion
A review of progress since 2011.
Expert opinion
In its broadest sense, ethical or socially responsible investment (SRI) is the application of both positive and negative ethical, social and environmental criteria in the management of investment portfolios. As...
Expert opinion
A total of nearly £15bn has been donated in the UK by individuals, foundations and corporations over the past 10 years, according to the latest Coutts Million Pound Donors Report...
Expert opinion
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future. Over 90% of heirs will change...
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...

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