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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.

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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.

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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.

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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.

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Philanthropy Today


Of financial advisors agree that philanthropic conversations are important to have with clients.1


Of identified philanthropic institutions are independent/family foundations.2


Of American donors plan to maintain or increase their giving.3

Our Approach

  • Advanced Learning Opportunities

    Dive deeper into topics with like-minded practitioners in small-group sessions designed to foster new connections and encourage multidisciplinary teamwork.

  • Timely and Relevant Research

    As the profession continues to mature and the field evolves, advanced research and timely insights help you to identify opportunities where you can increase your philanthropic impact in your community.

  • A Specialized Designation

    Deliver philanthropic planning services with unique knowledge that spans the art and science of philanthropy, tools to collaborate with donors and nonprofits effectively, and the confidence to help clients identify and achieve their highest aspirations as a Chartered Advisor in Philanthropy®.

  • Exclusive Networking Opportunities

    Connect with an exceptional network of new friends and mentors, including philanthropists, fundraising coordinators, senior practitioners, academic advisors, and more, spanning for-profit and nonprofit organizations.

The Center for Philanthropy and Social Impact fosters an open and inclusive environment for advisors and donors.

Support Our Mission

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Learn More About Our Work

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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.