Why talking philanthropy transforms the adviser-client relationship

The Art of Adaptation

Our latest research into philanthropic behaviour, ‘The Art of Adaptation’, reveals wealthy donors’ attitudes towards philanthropy advice and their expectations of professional advisers.

With an increasing number of wealthy individuals turning to their trusted adviser for philanthropy advice, we explore how understanding clients’ philanthropic aspirations and values can help advisers better serve their clients’ broader interests.

Find answers to these key questions and more:

  • Are professional advisers meeting the needs of wealthy donors and where would more support be valued?
  • Why should professional advisers offer philanthropy advice and what are the strategic benefits of doing so?
  • How are advisers integrating philanthropy advice within their core advisory services?

Download your exclusive copy of ‘The Art of Adaptation’ report to find out.

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Insight for social investors

Our latest collection of publications, videos and blog posts offers expert insights into the latest trends in philanthropy.

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CAF Charitable Trust

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