FOR IMMEDIATE RELEASE

American Endowment Foundation Unveils “Unlocking Generosity” — Landmark White Paper That Reveals How Advisors Inspire Purpose, Deepen Client Relationships, and Drive Philanthropic Impact

Hudson, Ohio — March 24, 2026: American Endowment Foundation (AEF) today announced the release of its landmark white paper, Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact, providing an in-depth exploration of the evolving landscape of charitable planning. It also explores the pivotal role financial advisors play in driving purposeful philanthropy.

More than a year in the making, the 120-page report represents one of the most in-depth examinations of modern philanthropic engagement within wealth management. Developed in collaboration with Christine Gaze, Founder and Managing Partner, Purpose Consulting Group, a leading practice management consulting firm, the white paper brings together original research, behavioral science insights, case studies, and perspectives from advisors, academics, and industry leaders.

Drawing on contributions from more than 50 experts across the philanthropic and financial services sectors, the report highlights critical trends shaping donor behavior, the growing influence of technology, the rise of outcome-driven giving, and the expanding role of donor-advised funds (DAFs) within holistic wealth management strategies.

“Philanthropy is no longer a side conversation; it is a strategic tool for advisors to strengthen client relationships, create measurable impact, and guide families in giving with intention,” said Ron Ransom, CEO of American Endowment Foundation. “This white paper provides actionable frameworks to help advisors bridge the charitable planning gap, differentiate their practice, and elevate the client experience.”

Key insights from the white paper include:

  • The charitable planning and advisor engagement gap—and strategies to foster more meaningful client conversations
  • Behavioral science principles, including the “warm glow” effect, which convert giving intent into action
  • Generational and gender-based trends reshaping philanthropic behavior
  • The evolving donor journey and shifting client expectations
  • The growing strategic role of donor-advised funds (DAFs)
  • How DAFs and private foundations can complement one another in multi-pocketed giving strategies
  • Advisor mindset shifts required to integrate philanthropy seamlessly into planning
  • Real-world case studies demonstrate philanthropy as a driver of growth, differentiation, and client retention

At its core, the white paper positions philanthropy as a cornerstone of modern wealth management—moving it from a transactional afterthought to a strategic discipline that strengthens client relationships and deepens long-term impact.

The white paper is now available for download through AEF’s dedicated microsite, which features key findings and provides direct access to the full report.

For more information and to access Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact, visit www.aefimpact.org/report.

About American Endowment Foundation (AEF)
Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors with $10.3 billion in assets under management. AEF is a mission-motivated organization focused on expanding philanthropy, led by a people-driven culture that results in a best-in-class client experience. To learn more, visit www.aefonline.org.

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