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Philanthropic Planning Research
October 01, 2022
We aim to demystify the philanthropic advising field by looking at the current state of the sector and understanding the players: what skills they say help them succeed, where they work, how they are compensated, and what strategies they use for working with segments of clients - everyday, HNW, and UHNW philanthropists.
We will also look into the future and ask practitioners what trends they are seeing and what skill sets are needed for the next three to five years. Findings will help organizations better prepare advisors for success and provide much needed data on our changing profession.
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