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...
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...
Expert opinion
As the trend grows for high net worth individuals (HNWIs) to incorporate philanthropy into their wealth management strategies, jurisdictions are having to adapt their regulatory frameworks to ensure that they...
Expert opinion
Caroline Fiennes’ book outlines advice about how to give well. It’s for any donor: with sections on how to give if you have literally no money at all, if you...
Thoughtful Philanthropy
Organisation

ThoughtfulPhilanthropy offers personalized, professional research to inform your charitable giving.

Thoughtful Philanthropy’s Director, Lauren Janus, works with individuals and couples to understand their passions and priorities for...

Report
Rockefeller Philanthropy Advisors
This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors —individuals, couples, families or groups. It offers an overview of...
Book List
The former White House resident has been recently described as “a philanthropist who happened to be President”. Drawing on his post-presidential career of building a foundation and leading the American voluntary response to the Asian tsunami and Hurricane Katrina, Clinton’s...