Investors Demand More Charitable Giving Guidance from Advisors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy TROW?
Source: Newsfilter
- Growing Investor Demand: T. Rowe Price's research reveals that 76% of high-net-worth investors seek charitable giving guidance from their financial advisors, yet only 36% report receiving such support, indicating a significant opportunity for deeper advisor-client engagement.
- Increased Satisfaction: Among investors receiving charitable giving support, 87% report higher satisfaction with their advisors, suggesting that providing philanthropic advice enhances client trust and loyalty, which can drive business growth.
- Younger Investors' Willingness: Among younger high-net-worth investors aged 25-49, 75% want their advisors to proactively discuss charitable giving, and the majority indicate their families are more likely to stay with advisors who raise this topic, highlighting a strong demand for philanthropic guidance in this demographic.
- Lack of Structured Processes: 61% of surveyed investors lack a consistently applied, formal charitable giving process, with many still making decisions independently, presenting an opportunity for advisors to engage more deeply with clients and help them develop giving strategies that align with their values.
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Analyst Views on TROW
Wall Street analysts forecast TROW stock price to rise
7 Analyst Rating
0 Buy
4 Hold
3 Sell
Moderate Sell
Current: 89.870
Low
94.00
Averages
104.67
High
115.00
Current: 89.870
Low
94.00
Averages
104.67
High
115.00
About TROW
T. Rowe Price Group, Inc. is a financial services holding company that provides global investment advisory services to investors. It provides a range of investment solutions across equity, fixed income, multi-asset, and alternative capabilities for clients from individuals to advisors to institutions to retirement plan sponsors. It also provides certain investment advisory clients with related administrative services, including distribution, mutual fund transfer agent, accounting, and shareholder services; participant recordkeeping and transfer agent services for defined contribution retirement plans; brokerage; trust services, and non-discretionary advisory services through model delivery. It distributes its array of active investment solutions through a diverse set of distribution channels and vehicles. These vehicles include an array of U.S. mutual funds, collective investment trusts, exchange-traded funds, subadvised funds, separately managed accounts, and other sponsored products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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