Philanthropy Impact

Inspiring philanthropy and social investment across borders, sectors and causes

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.

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...
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...
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.
Report
The Philanthropy Workshop
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
Report
Barclays
This report has been created in response to demand from Barclays clients for information on what they need to know before donating to feel confident that their donation will be...
Report
CAF
CAF has recently produced a report looking at the relationship between major donors and their advisors. This takes a range of advisory services into account: wealth, accounting, legal and philanthropy...
Report
U.S Trust, Bank of America Private Wealth and the Philanthropic Initiative (TPI)
A new study from the USA which reveals disconnects in the philanthropic conversation between HNW individuals and professional advisors which centre on the initiation and substance of the philanthropic conversations...
Report
CFA Institute
"Too few financial advisers take the initiative when it comes to engaging clients on the question of philanthropy. Yet, having a meaningful conversation about charitable giving is an effective way...
Report
Rockefeller Philanthropy Advisors
This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors —individuals, couples, families or groups. It offers an overview of...
Report
National Committee for Responsive Philanthropy
In this report, NCRP contends that strategic philanthropy is limited by its top-down, technocratic approach and recommends the use of approaches familiar to social justice philanthropy to address these limitations...

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