Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients

Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients

To what extent do financial advisors and other intermediaries affect the philanthropicgiving of their high net worth clients? Stanford University’s Effective Philanthropy Learning Initiative (EPLI) has conducted a three-year study tracking how financial advisors engage their clients around philanthropy and the practices that can increase clients’ philanthropic impact.

This report documents the first and second set of exploratory interviews; discusses EPLI’s findings on wealth managers’ philosophies, abilities, and resources with respect to how financial advisors can more effectively engage their clients around philanthropy; and introduces a wealth advisor philanthropy toolkit prototype.


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Pacs Undergraduate Perspectives |Opening Philanthropy to Support Agents of Change |Pacs Faculty Co-Director Delivers Class Day Lecture |Faces of Stanford: Rob Reich |What of American Philanthropy is Uniquely American? |Jeff Raikes on his philanthropy |Melinda Gates and Laura Arrillaga-Andreessen in conversation |Informing Your Philanthropy: The Nexus of Design Thinking and Strategic Philanthropy |Insights: Global Philanthropy |On Tech for Good |Philanthropy in your DNA: A Cross Sector Approach |Next Generation: Impact Now |On Social Media and Social Change: Analyzing Debates Over Valuation |Building a New Future: The Role of Foundations in Addressing Inequality |Smart Citizen, Smarter State |Jane Mayer: the Koch Brothers and the Weaponizing of Philanthropy |Behind and Beyond Big Data |Giving In Time: Perspectives from the Front Lines |Collaboration for Scaling Global Education |Making Markets Work: Program Related and Other Strategic Investments for Impact |Philanthropy in Democratic Societies |Challenging Perspectives on Impact Investing |Policy and Practice for the Nonprofit Sector in 2017 |Stanford Project on the Evolution of Nonprofits |From Possibilities to Responsibilities: Welcome |Policy and Practice for the Nonprofit Sector in 2017 |When are Big Bets the Right Bet? 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Invest in Libraries |Regulating Cyberspace: Proposals for New Regulatory Regimes |Allen Gunn - Another Cloud is Possible: Rethinking Information Infrastructure for Civil Society |+1 Speaker Series - Abbie van Sickle |Catherine Sandoval - Cybersecurity Paradigm Shift: The Hacker Paradigm Obscures Risks of Net Neutrality Repeal |Barbara van Schewick - Net Neutrality: The Battle to Keep the Internet Open and Free |Victoria Baines - Rethinking Citizen Engagement in Cybersecurity |Jen Schradie - The Revolution That Wasn’t: How Digital Activism Favors Conservatives |Race and Digital Civil Society Lightning Talks & Lunch |Book Talk | Meaningful Inefficiencies |Discussion: Powerful, Different, Equal |CANCELED: Book Talk | Chasing Innovation: Making Entrepreneurial Citizens in Modern India |[Webinar] Donor Advised Funds and Their Critics |[Webinar] Book Launch - The Nonprofit Sector: A Research Handbook |[Virtual Event] Legitimizing True Safety |[Virtual Event] Protecting the Black Vote during COVID-19 |[Virtual Event] #RaceTechCS Twitter Chat |Metrics at Work: Journalism and the Contested Meaning of Algorithms |[Virtual Series] Digital Public Infrastructure: A Corporation for Public Software |[Virtual Series] Where, What, and Who is Digital Public Infrastructure? |Race, Technology and Civil Society: Foundations + Intersections |[Virtual Series] Digital Public Infrastructural Possibilities |Election Debrief |...See All


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Dire Messages Reduce Belief in Global Warming by Contradicting Just World Beliefs |Gut Check: Reappraisal of Disgust Helps Explain Liberal-Conservative Differences on Issues of Purity |Overdoing Gender: A Test of the Masculine Overcompensation Thesis |Hidden Paths from Morality to Social Order: Moral Judgments Promote Prosocial Behavior |For Whom Do the Ends Justify the Means? Social Class and Utilitarian Moral Judgment |The Moral Roots of Environmental Attitudes |Theorizing and Strategizing with Models: Generative Models of Social Enterprises |Social Economy Policy Forecast 2013: Project on Philanthropy, Policy, and Technology |Good Fences: The Importance of Institutional Boundaries in The New Social Economy |The Shifting Ground Beneath Us: Framing Nonprofit Policy for the Next Century |Philanthropy and the Social Economy: Blueprint 2014 |Philanthropy and the Social Economy: Blueprint 2015 |Logic Models: An Overview |From Gulf to Bridge: When Moral Arguments Facilitate Political Influence |Anything Goes: Approval of Nonprofit Status by the IRS |Organizational Capacity for Continuous Innovation |How Philanthropy is Influencing Education Reform in the United States |Innovate and Scale: A Tough Balancing Act |The Emergence of Digital Civil Society |Problem Solving, Human-Centered Design, and Strategic Processes |Integrating Capacity and Strategy |Design Thinking and Strategic Philanthropy Case Study |Philanthropy and the Social Economy: Blueprint 2016 |2015 Survey on Board of Directors of Nonprofit Organizations |The Social Structure of Political Echo Chambers: Variation in Ideological Homophily in Online Networks. |Political Scientists Should Study Philanthropy |The Role of Decision Science |Philanthropy in Democratic Societies |When Innovation Goes Wrong |The Humanitarian Data Ecosystem: The Case for Collective Responsibility |Innovation and Scaling for Impact |Philanthropy and the Social Economy: Blueprint 2017 |Managing Through Challenges: A Profile of San Francisco Bay Area Nonprofits |The Nonprofit Sector: A Research Handbook, Second Edition |Can Democracy Survive the Internet? |Philanthropy and Digital Civil Society: Blueprint 2018 |Demystifying the Theory of Change Process |Beyond Funding: Leveraging Your Full Philanthropic Toolkit |Cultivating the Next Generation of Givers |Can Philanthropy Help Protect Democracy? |Philanthropy Reflections - from the 2017 Philanthropy Innovation Summit |Designing for Strategic Philanthropy |Effective Altruism: Doing the Most Good |From Innovation to Impact: How Philanthropy Can Support Problem-Solving |Globalizing Philanthropy |Innovating Philanthropy |A Mistmatch in Philanthropic Interest and Support |Place, Scale, and Depth of Impact: Place-based Philanthropy |Universal Basic Income: Safety Net 2.0 |Serve or Conserve: Mission, Strategy, and Multi-Level Nonprofit Change During the Great Recession |Contributory or Disruptive: Do New Forms of Philanthropy Erode Democracy? |Organizational Poisedness and the Transformation of Civic Order in Nineteenth-Century New York City |Stanford Social Innovation Review Global |The Mixed Promise of Public Broadcasters in Combating Fake News |Trusted Data Intermediaries |Nonprofit Data Governance |Designing for Strategic Philanthropy (Chinese Version) |Strange Speech: Structures of Listening in Nuit Debout, Occupy, and 15M |Confiance et testaments : questions de vie privée et d’écoute éthique à l’ère de la surveillance de masse ex-ante |Unethical and Inept? 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Testing a Theory of Public Reactions to Activist Violence |Back-ups for the Future: Archival Practices for Data Activism |A Structure to Counter Fake News |Antidemocratic Effects of the Internet & Social Media: A Survey |Internet Immunity, Fake News, and Asymmetrical Action |Social Media Echo Chambers & Democratic Discourse |The Voting Technology Problem |Studying the Real Ramifications of Fake News |The Role of Open Source Technology in the Battle Against Fake News |A dual valuation of openness |Social Media and Democracy: Assessing the State of the Field and Identifying Unexplored Questions |Fake News and Misinformation |The infrastructure behind the infrastructure |The Ethics of Designing Digital Infrastructure |Money Well Spent: A Strategic Plan for Smart Philanthropy (2008) |Money Well Spent: A Strategic Guide for Smart Philanthropy, Second Edition (2018) |Just Giving: Why Philanthropy Is Failing Democracy and How It Can Do Better |Designing For Philanthropy Impact: The Giving Compass |Mastering System Change |Data For Donor Impact Research Paper |Networked Press Freedom: Creating Infrastructures for a Public Right to Hear |Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients |Policy Patrons: Philanthropy, Education Reform, and the Politics of Influence |Philanthropy and Digital Civil Society: Blueprint 2019 |Hacking the discourse: Leaked emails, transparency, and disinformation - working paper |Hyper-Organization: Global Organization Expansion |Putting Social Movements in their Place |The Rule of Law in the Real World |Glasnost! Nine Ways Facebook Can Make Itself a Better Forum for Free Speech and Democracy |Extreme Protest Tactics Reduce Popular Support for Social Movements |Threats to Racial Status Promote Tea Party Support Among White Americans |Who Do You Sue? State and Platform Hybrid Power over Online Speech |The Internet’s Challenge to Democracy: Framing the Problem and Assessing Reforms |Charting Impact Choice Experiment |Digital Resources for Civil Society |SSIR - Spring 2019 |Echo Chambers and Partisan Polarization: Evidence from the 2016 Presidential Campaign |Trends in the Diffusion of Misinformation on Social Media |Age Matters: Sampling Strategies for Studying Digital Media Effects |The Color of Surveillance: Examining the Complicity of Social Media Companies In Facilitating Law Enforcement Surveillance of Civil Rights Activism |Hidden Censors: How Indirect Intermediaries Shape Online Speech |Analyzing the Effectiveness of Secure Elections as an Application of Blockchain Technology |FOSTA, Explicit Content Bans, and Free Speech |Alexa and Elections: How Voice Interactive Devices and Assistants Alter the Provision of Political Information |Resolving the Progressive Paradox: Conservative Value Framing of Progressive Economic Policies Increases Candidate Support |The Welfare Effects of Social Media |Recommendations for the Facebook Content Review Board |Serve or Conserve: Mission, Strategy, and Multi-Level Nonprofit Change During the Great Recession |Click and mortar: Organizations on the web |Internal and External Determinants of Formal Plans in the Nonprofit Sector |Decoupling Revisited: Common Pressures, Divergent Strategies in the U.S. Nonprofit Sector |Collaboration and Professionalization: The Contours of Public Sector Funding for Nonprofit Organizations |Street Credentials and Management Backgrounds: Careers of Nonprofit Executives in an Evolving Sector |The Rationalization of Charity: The Influences of Professionalism in the Nonprofit Sector |Civic Engagement and Nonprofit Lobbying in California, 1998-2003 |Social Service Mergers: Hope Services & Skills Center |Organizational Poisedness and the Transformation of Civic Order in Nineteenth-Century New York City |Governing the Crossroads: Interstitial Communities and the Fate of Nonprofit Evaluation |Institutional analysis in a digital era: Mechanisms and methods to understand emerging fields |Contributory or Disruptive: Do New Forms of Philanthropy Erode Democracy |Interstitial Organizations as Conversational Bridges |From Smoke and Mirrors to Walking the Talk: Characteristics and Consequences of Decoupling in the Contemporary World |The Language of Nonprofits is Changing |When Nonprofits Act Like Businesses, Transparency Improves |Nonprofit Goals, For-Profit Tactics |Profitable business models and market creation in the context of deep poverty: A strategic view. |Building Inclusive Markets in Rural Bangladesh: How Intermediaries Work Institutional Voids. |Scaffolding: A Process of Transforming Patterns of Inequality in Small-Scale Societies. |Innovation Is Not the Holy Grail |Scaling innovative ideas to create inclusive labour markets |The Organizational Reproduction of Inequality |System perspectives will slow us down and that’s a good thing! |Alternative Organizing with Social Purpose: Revisiting Institutional Analysis of Market-Based Activity. |Changing Systems? Welcome to the Slow Movement |Social Enterprises = Sharing Economy Organizations? |Philanthropy and Digital Civil Society: Blueprint 2020 |Integrated Advocacy: Paths Forward for Digital Civil Society |How We Give Now: Conversations Across the United States |Access granted: Facebook’s free basics in Africa |How Civic Organizations Are Helping to Fight COVID-19 |How 800 nonprofits across the U.S. are helping their local communities survive the pandemic |Bay Area Millennial Giving: Current Trends, Challenges, & Opportunities |COMMUNITY-BASED ORGANIZATIONS AND HIGH-CAPACITY DONORS: RELATIONSHIPS, PERCEPTIONS, AND BEHAVIORS |What's your impact? |Social Innovation and Civic Engagement: A Critical Praxis for Engagement in Higher Education |Institutional Type, Organizational Pathways, and Student Engagement: Deepening Student Engagement and the Benefit-Use Paradox in Formal Engagement Spaces |Political partisanship influences behavioral responses to governors’ recommendations for COVID-19 prevention in the United States |Internet Infrastructure and Human Rights: A Reading List |...See All


POLISCI 30SI – Digital Security and Civil Society |EDUC 374/ POLISCI 334/ SOC 374 – Seminar on Philanthropy and Civil Society |ETHICS 232T/ POLITIC 236/ POLITIC 236S – Theories of Civil Society, Philanthropy, and the Nonprofit Sector |GSBGEN 367 – Problem Solving for Social Change |GSBGEN 319 – Strategic Philanthropy and Impact Investing |EDUC 377C/ GSBGEN381 – Philanthropy: Strategy, Innovation and Social Change |EDUC 377B/ STRAMGT 368 – Strategic Management of Nonprofits |GSBGEN 393 – Practicum in Applied Philanthropy: Achieving Impact from a Major Gift |PACS SEMINAR | EDUC 374/POLISCI 334/LAW 781 |PS236S/EthicSoc232T–“Theories of Civil Society, Philanthropy, and the Nonprofit Sector” |PS237/Ethic Soc237–“Civil Society and Democracy in Comparative Perspective” |EthicSoc 234R / PublPol 134 / PublPol 234 / Law 724 Ethics on the Edge |NONPROFIT LEADERSHIP AND GOVERNANCE (STANFORD CONTINUING STUDIES COURSE) |PACS SEMINAR EDUC 374/POLISCI 334 |Strategic Philanthropy GSBGEN 381 |STATE OF THE UNION POLISCI 57E/HISTORY 57E |EDUC 374/POLISCI 334 |PoliSci 236, 236S; Ethicsoc 232T: Theories of Civil Society, Philanthropy, and the Nonprofit Sector |Give Big Or Go Home |Giving Tuesdays for #GivingTuesday: Using Design Thinking to Catalyze Activism and Philanthropy |ETHICSOC 234R: ETHICS ON THE EDGE: BUSINESS, NON-PROFIT ORGANIZATIONS, GOVERNMENT, AND INDIVIDUALS (PUBLPOL 134, PUBLPOL 234) |CSRE 178: Ethics and Politics of Public Service (ETHICSOC 133, HUMBIO 178, PHIL 175A, PHIL 275A, POLISCI 133, PUBLPOL 103D, URBANST 122) |EDUC 374/POLISCI 334 |Give Big or Go Home |EDUC 374/POLISCI 334 |PoliSci 236, 236S; Ethicsoc 232T: Theories of Civil Society, Philanthropy, and the Nonprofit Sector |ETHICSOC 183M: Family, Friends, and Groups: The Ethics of Association |International Problem-Solving Through NGOs: Policy, Players, Strategies, and Ethics |PUBLPOL 144: Amplifying Your Impact: Philanthropy by Design |PUBPOL 155: Disruption for Good – Technology, Innovation and Philanthropy |INTNLREL 142: Challenging the Status Quo: Social Entrepreneurs Advancing Democracy, Development and Justice |EDUC 374/POLISCI 334 |GSBGEN 512: Funding Social Impact: Methods and Measurement |PUBLPOL 183: Philanthropy and Social Innovation |GG381: Strategic Philanthropy |Election 2012 |EDUC 374/POLISCI 334 |POLISCI 236 / ETHICSOC 232T: Theories of Civil Society, Philanthropy, and the Nonprofit Sector |INTNLREL 142: Challenging the Status Quo: Social Entrepreneurs Advancing Democracy, Development and Justice |EDUC 374 / POLISCI 334: Research Workshop: Philanthropy and Civil Society |EDUC 377/GSB 346. Comparing Institutional Forms: Public, Private, and Nonprofit Forms of Organizing |POLISCI 137R. Justice at Home and Abroad: Civil Rights in the 21st Century |Philanthropy and Strategy - Online Course |The Active Citizen in the Digital Age |Technology for Social Good |COMM 230ABC - Digital Civil Society |Ethics, Public Policy, and Technological Change |Free Speech, Democracy, and the Internet |Artificial Intelligence (AI) in Real Life Seminar Series |Essentials of Program Strategy and Evaluation 非营利组织策略 |Ethics of Technological Disruption |Policy Practicum: Creating a Social Media Oversight Board for Content Decisions |SOC 298: The Social Psychology of Contemporary American Politics (SOC 398) |SOC 375W: Workshop: Politics, Morality, and Hierarchy |COMM 230X - Digital Civil Society +1 Speaker Series |Policy Practicum: “Every Vote Counts” Voter Verification Project |...See All


PACS cohosts Growing the Impact Economy summit |Tocqueville for today's world |PACS scholars on effective altruism |Paul Brest teaches online course |Paul Brest discusses impact investing |Stanford PACS hosts Sally Osberg |Philanthropy Summit videos |Getting Beyond Better audio |Christian Seelos on innovation |Video: Social media and social change |Rob Reich among the most influential in shaping education policy |Business Gurus Shortlisted for Oscars of Management Thinking |More Data. More Lessons. |Groundbreaking Research is Recognized |Education Policy Influenced by Large Foundations: Media Turns to Former PACS PhD Fellow, Tompkins-Stange |History of Fake News by Former PACS Fellow - Mike Ananny |Current Stanford Senior Serves as Teaching Assistant for PACS Course This Spring |Participate in Philanthropy Research with the Effective Philanthropy Learning Initiative |Best of Luck to our Postdoctoral Fellows |Rob Reich on Stakes of Higher Education |Nonprofit Management Institute - September 12 - 14, 2018 |Spotlight Series: Ling Han |Lucy Bernholz: NFPs Face Critical Crossroads in an Age of Data |Just Giving: Why Philanthropy Is Failing Democracy and How It Can Do Better by Rob Reich |Johanna Mair, Christian Seelos receive AOM 2018 ONE Book Award |Spotlight Series: Claire Dunning |Why Women Stay Out of the Spotlight at Work |Available Now: Philanthropist Resource Guide (PRG) |The Program on Democracy and the Internet joins Kofi Annan Foundation Commission on Elections and Democracy in the Digital Age |Press Release: Glasnost! Nine Ways Facebook Can Make Itself a Better Forum for Free Speech and Democracy |Digital Impact: Reflections from Medellin |Digital Impact: Reflections from Mumbai |Digital Impact: Reflections from New York City |Digital Impact: Reflections from Brisbane |Digital Impact: Reflections from London |Digital Impact: Reflections from Brussels |Digital Impact: Reflections from Berlin |Stanford PACS Faculty Co-Director Robb Willer co-authors an op-ed for the New York Times |“Philanthropy and Digital Civil Society: Blueprint 2020” is now available! |Stanford PACS Advisory Board member Kathy Kwan awarded “Outstanding Philanthropist” for 2019 at the Silicon Valley National Philanthropy Day |Digital Civil Society Lab announces 2020 cohort of Non-Resident Fellows |New Report Charts Path Forward for Digital Civil Society |Update from Stanford PACS Regarding COVID-19 |Stanford and MIT Launch Joint Initiative to Support Healthy Elections |A Message from Kim Meredith |Donor Advised Funds Webinar – Most Frequently Asked Questions |A message of solidarity |PACS Postdoctoral Scholars Announced |Designing Healthy Polling and Voting in Partnership with Nate Persily |Practitioner Fellowship for Social Sector Leaders Application Opened |PACS Names 2020-21 PhD Fellows |Civic Life of Cities adds Singapore to the Global Research Study |Stanford PACS Welcomes Carla Eckhardt as Executive Director |...See All


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