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Charting the Constellation of Advisors: Where Do Philanthropists Get Expert Advice?

August 18, 2025

This paper, prepared in collaboration with the Gates Foundation’s Philanthropic Partnerships team, examines how, when, and why high-net-worth and ultra-high-net-worth donors engage a constellation of advisors in their philanthropic journeys—and how those advisors engage and collaborate with one another. Focusing...

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