This report, produced in 2000, represents a first-of-its-kind study to better understand the role of the professional advisor in philanthropy discussions with clients.
This report was prepared in the spring of 2000 as part of TPI’s ongoing efforts to further the understanding of philanthropy. The research for this study involved interviews with more than 600 professional advisors to better understand advisor/donor behavior, advisor motivations for giving philanthropic advice, the philanthropic tools advisors recommend and donors employ, and the kinds of resources and tools advisors need if they are adequately to address philanthropy in their wealth counseling.
A follow up to this study was conducted in 2013 by TPI in partnership with U.S. Trust. Read TPI/U.S.Trust Study of The Philanthropic Conversation – Full Report.