Advisors, Clients Talking More About Charitable Giving
TPI was cited in The NonProfit Times article, Advisors, Clients Talking More About Charitable Giving.
The article highlights the U.S. Trust Study of the Philanthropic Conversation. In referring to some of the findings, the article notes, “A survey of 314 professional advisors showed that 78 percent believe that speaking with clients about philanthropy is good for business and 71 percent think that such conversations are important to building relationships with clients’ extended families. More than half of advisors (53 percent) believe that discussing philanthropy is ‘very important,’ up from 46 percent in 2013, according to the U.S. Trust Study of the Philanthropic Conversation, a new study published by U.S. Trust in partnership with The Philanthropic Initiative.”