Survey Results
Of responding professional advisors:
- 29% cited “Giving cash instead of appreciated assets”
- 13% cited “Missing a bunching strategy”
- 15% cited “Waiting too long to plan”
- 18% cited “Overlooking QCD opportunities”
- 16% cited “Incomplete gift documentation”
- 9% cited other reasons
Click Here to see the results of the February 2026 Professional Advisor Survey.
