As part of TPI’s mission, we aim to foster deeper and more meaningful conversations about philanthropy, allowing donors to find greater purpose in their giving and enhance its impact. Since our inception, we have recognized that professional advisors play a crucial role in helping individuals and families consider how they want to allocate their wealth, including how much they want to dedicate towards philanthropy and how they get there. To support advisors in this work, we offer resources designed to help them deepen philanthropic conversations and better support client goals.
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.