Are donors engaging advisors in giving?

Nearly half of donors have discussed charitable planning with an advisor.

Donor Advisor Conversations

Percentage Who Have Had a Conversation About Charitable Planning With an Advisor

Most who discuss charitable planning with an advisor discuss setting up a charitable giving vehicle, not necessarily long-term planning.

Donor Advisor Actions

Ways Donors Have Worked With an Advisor on Giving, By Percentage6

Women are more likely to talk to advisors about charitable planning, and to have deeper conversations with their advisors about giving.

Conversation Likelihood

Likelihood of Having Had a Conversation With Advisor About Charitable Planning



 
Conversation Types

Types of Conversations With Advisors About Charitable Planning6

High-net-worth donors with accounts of $250,000 or more are more likely to discuss giving and engage in discussions of long-term giving plans than donors with accounts of less than $25,000.

Conversation Likelihood

Likelihood of Having Had a Conversation With Advisor About Charitable Planning



 
Conversation Types

Types of Conversations With Advisors About Charitable Planning6

 
  • 6 Among those who have had a conversation about charitable planning with an advisor.