The 2026 TPI Study of the Philanthropic Conversation offers specific insights for professional advisors – wealth advisors, trust and estate attorneys, and tax advisors – that can also serve high-net-worth individuals and families in crafting stronger conversations. The fifth iteration of nationwide survey revisits and expands upon themes from past studies conducted in 2013 and 2018, and earlier iterations conducted in 1999 and 2004.
This study was co-sponsored by DAFgiving360™ and Foundation Source, with support from the Boston Foundation.