This report, an appendix to “Doing Well by Doing Good” includes the survey results from the research conducted by Opinion Dynamics Corporation (ODC) for TPI.
This report, an appendix to “Doing Well by Doing Good” includes the survey results from the research conducted by the Opinion Dynamics (ODC) for TPI. The project looked at a number of topics regarding the motivations and practices of financial and legal advisors when discussing philanthropy with their high-net-worth clients, and more broadly, aimed to determine the level of advisor interest in actively promoting philanthropy.