Friday, October 11, 2013

IU Study Explores Global Corporate Giving - Newsroom - Inside INdiana Business with Gerry Dick

News Release

IU Study Explores Global Corporate Giving - Newsroom - Inside INdiana Business with Gerry Dick: oday, Global Impact released the results of a research report, "Giving Beyond Borders: A Study of Global Giving by U.S. Corporations," at the U.S. Chamber of Commerce Business Civic Leadership Center's (BCLC) annual corporate social responsibility conference. Global Impact President and CEO Scott Jackson is set to speak at the BCLC event this afternoon and will share details of the study's findings with attendees. The study, commissioned by Global Impact and researched and written by the Indiana University Lilly Family School of Philanthropy, explores the scope and depth of international giving by U.S. corporations.

SPECIAL REPORT: U.S. Trust Study Reveals Disconnects in Philanthropic Conversations Between HNW Individuals and Professional Advisors | Planned Giving Design Center

SPECIAL REPORT: U.S. Trust Study Reveals Disconnects in Philanthropic Conversations Between HNW Individuals and Professional Advisors | Planned Giving Design Center: This is a must-read for advisors currently working with or wanting to work with HNW families, couples or individuals. Advisors are missing the boat according to the new study just released by The Philanthropic Initiative and commissioned by U.S. Trust. Learn when clients want you to start the philanthropic conversation, what they want to discuss, and what percentage of HNW individuals indicate they would be more likely to choose an advisor who is knowledgeable about charitable giving!

Monday, October 07, 2013

The Stelter Company :: Research/White Papers

The Stelter Company :: Research/White Papers: Metrics That Matter: The Links Between Advisors, Donors and Nonprofits
Stelter's 2013 Insight Report examines the behaviors, attitudes and characteristics of professional advisors who interact with individuals and nonprofits on the topics of estate planning and planned giving. Our goal was to uncover intelligence to help guide nonprofits in their interactions with advisors and to position their organizations for greater fundraising success. Key insights include:

Advisors' attitudes surrounding ethics in introducing planned giving;
Who advisors trust for technical information on planned gifts;
Characteristics of advisors deemed "high producers";
Opportunities for greater synergy between advisors and nonprofits.