Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients (Summer 2018)

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.