Wealthy Americans Say New Tax Policy Won’t Deter Giving; Advisors Disagree

Thursday, July 19, 2018

The U.S. Trust Study of the Philanthropic Conversation, a new report produced by TPI in partnership with U.S. Trust, was cited in the Barron's Penta article, Wealthy Americans Say New Tax Policy Won’t Deter Giving; Advisors Disagree.

The article also quotes TPI's senior partner, Ellen Remmer explaining, “Advisor misperceptions about clients’ motivations and barriers to giving persist. This may result in missed opportunities—for clients who may not be receiving the support they seek and for advisors who may be less able to deepen and retain client relationships.”

Read the full article here.