How philanthropy conversations drive growth for advisors
New research reveals philanthropic conversations strengthen advisor-client relationships, deepen trust, and support long-term business growth
This research, conducted by The Philanthropic Initiative (TPI), examines how financial advisors approach philanthropic conversations with their high-net-worth clients. It explores when these discussions occur, what topics are prioritized, and where gaps exist between advisor perceptions and client expectations.
DAFgiving360™ co-sponsored this study as part of our commitment to educate advisors on how to better serve their clients with more meaningful philanthropic conversations and in pursuit of our mission to increase charitable giving in the U.S.
Key findings from the study
Charitable planning is a growth lever: Advisors who engage in charitable conversations can build stronger, more differentiated client relationships.
Clients expect more guidance: While most advisors believe they should discuss giving, many clients say those conversations aren't happening often enough.
Advisors should lead the conversation: 96% of advisors and 80% of clients agree: it's the advisor's role to bring up charitable giving.
Values-based planning is the new baseline: Clients increasingly want wealth planning that considers their philanthropy and legacy goals.
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Why this research matters now
Philanthropy is no longer a side conversation: it's becoming a core expectation in advisor-client relationships. New research shows that both advisors and clients increasingly view charitable planning as an essential part of holistic wealth management.
Yet many advisors are still missing opportunities to lead these conversations effectively.
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