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
Schroders
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...
Report
New Philanthropy Capital ( NPC)
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...
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
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
CAF
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...
Report
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...
Report
Monitor Group LLP
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...
Report
Monitor Group LLP
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...
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...

Pages

Search