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Advisor Resource Center

From industry trends and insights to case studies, articles and more, we have the resources you need to elevate your client's giving strategy. Browse the full library or use the filter to tailor your results.

  1. Using Dollars for Change: Seven Key Insights Into Impact Investing

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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  2. All Eyes on Ukraine: How Americans are Responding to the Ukraine Humanitarian Crisis

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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  3. On the Leading Edge

    Audience: Advisor

    Topic: Research and reports

    Content type: Report

    See what it means for your practice  Opens in a new window

  4. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Explore how crypto investors give

  5. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  6. The Evolution from Charitable Giving to Charitable Living

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Explore the future of philanthropy

  7. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

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  8. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  9. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  10. Communities in Crisis: How Donors are Responding to COVID-19

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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