Resources

Reports

You might find some of these reports useful. Some reports are held as PDF documents within the site and others link to other sites.

Key challenge for advisors in 2023 - Report from Schroders
Report
Schroders
At Philanthropy Impact we are seeing increasing evidence to confirm, what we have always known, that meeting client expectations around environmental and social impact are one of the key challenging...
IFAs need tools to give good philanthropic advice
Expert opinion
Training in Philanthropy for Professional Advisor's is vital for them to meet their client's needs - Sylvia Brown, Founder of Think Giving, and philanthropist, explains why in this article published...
Rena Greifinger On High Risk/High Return Grantmaking for Women
Expert opinion
This interview is part of the Feminist Giving IRL series. 1. What do you wish you had known when you started out in your profession? I’ve been working with and...
Impact investing in the global creative economy
Report
Nesta’s Arts & Culture Finance (UK), Upstart Co-Lab (US), and Fundación Compromiso ( Argentina)
Nesta’s Arts & Culture Finance (UK), Upstart Co-Lab (US), and Fundación Compromiso (Argentina) launched the Creativity, Culture & Capital: Impact investing in the global creative economy . T his collection...
A rebalancing act
Report
New Philanthropy Capital ( NPC)
Introduction Philanthropy is an incredible source for good. Millions of lives are changed by the generosity of individuals and foundations. Yet there is an innate power imbalance at the heart...
Wealth as a Vehicle for One’s Values: A Broader View of Philanthropy
Expert opinion
At Jersey Finance’s Annual Private Wealth Conference in London , on 26 September 2019, it was made inexplicably clear that philanthropy and socially responsible investing (SRI) are now core considerations...
TPI/U.S.Trust Study of The Philanthropic Conversation
Report
US Trust and The Philanthropic Initiative, Inc. (TPI)
The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand...
Unlocking Philanthropy's Potential
Report
Wings
This guide is for all funders who wish to understand how they can contribute to unlocking philanthropy's potential to build more resilient, sustainable and democratic societies. This is what the...
Awakening the Millennial Philanthropist A Guide for Professional Advisors
Report
Thoughtful Philanthropy
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future.

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