At Philanthropy Impact we are seeing increasing evidence to confirm, what we have always known, that meeting client expectations around environmental and social impact are one of the key challenging...
Introduction Philanthropy is an incredible source for good. Millions of lives are changed by the generosity of individuals and foundations. Yet there is an innate power imbalance at the heart...
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...
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...
CAF has recently produced a report looking at the relationship between major donors and their advisors. This takes a range of advisory services into account: wealth, accounting, legal and philanthropy...
U.S Trust, Bank of America Private Wealth and the Philanthropic Initiative (TPI)
A new study from the USA which reveals disconnects in the philanthropic conversation between HNW individuals and professional advisors which centre on the initiation and substance of the philanthropic conversations...
The combination of the new ecology and the responses to it suggests that philanthropy has entered a fascinating and perplexing moment of transition. The old norms and practices don't fee...
This report shows how long-term trends are combining to create a new reality for every gift and giver. One result is that anyone who wants to give has more choices...
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...