Advisor insights

From industry trends and insights to case studies, articles and more, we have the resources you need to elevate your client's giving strategy. Browse the full library or use the filter to tailor your results.

  1. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  2. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  3. The Evolution from Charitable Giving to Charitable Living

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  4. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  5. How donors use a donor-advised fund

    Audience: Advisor, Client

    Topic: Reasech and reports

    Content type: Report

  6. Communities in Crisis: How Donors are Responding to COVID-19

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  7. Giving in the workplace

    Audience: Advisors, Clients

    Topic: Research and reports

    Content type: Report

  8. Young Investor Priorities: Why Charitable Planning Matters

    Audience: Advisor, Client

    Topic: Family philanthropy, Research and reports

    Content type: Report

  9. Parenting and Philanthropy: Growing the Next Generation of Givers

    Audience: Advisor, Client

    Topic: Family philanthropy, Research and reports

    Content type: Report

  10. Using Dollars for Change: Seven Key Insights Into Impact Investing

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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