Explore our research and insights, designed to boost your understanding of philanthropy advice and help you meet this growing demand from clients.

Research report

Advising the giving generation

More than half of 18-34 year old high-net-worth clients say an adviser could help with their philanthropy. However, only 5% of advisers are ‘very confident’ discussing philanthropy. What more could you be doing to engage the next generation of wealth holders?

Read the research


Giving toolkit for advisers

Use this guide with your clients to discuss key considerations around charitable giving and ensure they take an informed and impact-led approach.

Download the toolkit