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
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...
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
Charities Aid Foundation & ACEVO
Generating income and achieving financial sustainability is the most pressing challenge for charity CEOs. This is compounded by a reduction in funding from statutory sources, the third most pressing challenge...
Report
The Hudson Institute
Philanthropic Freedom: A Pilot Study aims to help countries identify policy changes that will encourage philanthropy. It examines the barriers and incentives for individuals and organisations to donate resources to...
Report
Charities Aid Foundation
The vast expansion of the global middle class could lead to global charitable giving of nearly a quarter of a trillion dollars a year if people in rapidly developing economies...
Report
The Philanthropy Review (UK)
This report sets out a number of recommendations to encourage giving in the UK. Sir Tom Hughes-Hallett led the development of this report with a core group of leading philanthropists.
Report
Scorpio Partnership
The conclusion of research by Scorpio Partnership, the wealth management consultancy, into the views of Europe's wealthiest donors is that wealthy individuals and families may have a plethora of advisors...
Report
European Philanthropy Research And Teaching Initiative
The report outlines the current state of philanthropy research and teaching within Europe, and suggests a stronger and more effective framework could be built to ‘close the gap’ between learning...

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