Financial planners play a critical role in guiding high-net-worth (HNW) clients through not just wealth management but also charitable giving and philanthropy. The 2026 TPI Study of the Philanthropic Conversation reveals how advisors and clients are aligning—and sometimes still misaligning—on philanthropy discussions, offering valuable lessons to elevate your practice.

This comprehensive guide provides a deep dive into current trends, motivations, challenges, and best practices for advisors engaging HNW clients in philanthropic conversations. You’ll uncover how nearly all advisors now recognize the importance of discussing philanthropy, and why 97% of clients value it too. The study highlights key opportunities to improve how you initiate and sustain these important conversations, ultimately helping clients fulfill their charitable goals while strengthening trust and loyalty.

By downloading this guide, you will learn:

• Why philanthropy is becoming an essential part of wealth planning and how discussing it benefits your practice and client relationships

• What motivates HNW clients to give—and what causes hesitation—so you can better align your advice with their values and goals

• The best timing and approaches to introduce philanthropy, including strategies to overcome common advisor concerns about client discomfort

• How to integrate personal values and legacy planning with technical giving vehicles like donor-advised funds, trusts, and private foundations

Don’t miss the chance to gain actionable insights that can transform your philanthropic conversations and grow your business in today’s evolving wealth landscape.

Download the full 2026 TPI Study of the Philanthropic Conversation now by completing the form and start deepening your client relationships through impactful philanthropy advice.