Resources

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.
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...