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...
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...
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...
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...
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...
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...
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...