About the Center for Philanthropy and Social Impact
Learn how the Center helps advisors navigate these changing times, take care of their communities and clients, and support social change agents.
Philanthropy Matters More than Ever
The world is facing historic challenges, from structural inequities to global political instability and climate change. This has created new urgency in philanthropic responses and sparked conversations on how to achieve greater impact.
Renewed Ambition to Make a Difference
Clients’ Expectations Have Risen
Increasingly, clients want advisors to be fluent in philanthropic conversations and offer services that include an up-to-date range of options from philanthropy to social entrepreneurship to impact investing, business influence, and more.
Elevating the Conversation
The Center is Built for This Moment of Change
As advisors search for new ways to support their clients’ philanthropic needs, our Center is at the forefront of engaging with challenges in the field and delivering the education, insight, and action-based planning this moment demands.
Philanthropy Today
88%
Of financial advisors agree that philanthropic conversations are important to have with clients.1
90%
Of identified philanthropic institutions are independent/family foundations.2
92%
Of American donors plan to maintain or increase their giving.3
Learn More About Our Work
Insights
Dien Yuen Joins the Be Giving Podcast
Listen as Dien Yuen joins the Be Giving podcast to talk in-depth about the importance of philanthropy in wealth management.
November 10, 2023
Insights
FinServe Network Advisors Explore the Future of Philanthropy
Philanthropy was a hot topic at the College’s inaugural 2023 FinServe Network Summit, as advisors continue to expand their work in this important and growing field.
April 18, 2023
Research
Mapping the Future of Philanthropic Advising
We aim to demystify the philanthropic advising field by looking at the current state of the sector and understanding the players.
October 01, 2022
01/03
Deliver Clients' Highest Aspirations
Earning your CAP® empowers you with specialized expertise to help clients identify philanthropic intent and maximize their legacy for lasting impact. Take the next step today.
Our Partners in Philanthropy
National Strategic Philanthropic Partners
National Philanthropic Partners
1 U.S. Trust. The U.S. Trust® Study of the Philanthropic Conversation. 2015.
2 Harvard Kennedy School The Hauser Institute for Civil Society at the Center for Public Leadership. The Global Philanthropy Report: Perspectives on the Global Foundation Sector. 2018
3 Fidelity Charitable. On the Leading Edge: Accelerating firm growth with charitable planning. 2021.