Survey Results
Of responding professional advisors:
- 57.1% cited “High interest. Many clients are actively looking for ways to give.”
- 17.9% cited “Moderate Interest. Some clients are interested when the topic comes up.”
- 10.7% cited “Low Interest. Few clients ask about charitable giving.”
- 14.3% cited “No interest. Clients do not typically ask about philanthropic giving.”
Survey Results
Of responding professional advisors:
- 23% cited “Client-friendly charitable giving materials”
- 15% cited “Information on giving options and fund types”
- 8% cited “Examples of charitable giving strategies”
- 8% cited “Updates on local community needs”
- 23% cited “Tax and estate planning resources”
- 23% citied “Other”
Click Here to see the results of the April 2026 Professional Advisor Survey.
