T. Rowe Price Group, Inc. · NASDAQ:TROW
T. Rowe Price — Investor Presentation (March 2026)
33 slides from T. Rowe Price's investor presentation, Mar 3, 2026
Slide 1: Giving with purpose
Giving with purpose Increase impact, alignment, and ease with charitable planning Giving with purpose Increase impact, alignment, and ease with charitable planning
Slide 2: Every gift matters
Every gift matters Every gift matters 7% 8% Individuals: $392.5 Giving by individuals individuals, like Foundations: $109.8 accounted for 66% you, accounted for of 66%total of 19% giving in 2024. total giving in 2024. Bequests: $46.8 Corporates: $44.4 66% Source: Giving USA 2025, The Annual Report o
Slide 3: Why do you give?
Why do you give? T. R O W E P R I C E 3
Slide 4: People who give want to make a difference
People who give want to make a difference Helping others 43% It’s the right thing to do 37% Belief in a cause 37% Desire to pay it forward 28% Tax benefits 17% 0 10 20 30 40 50 Source: The generosity effect: Advisor engagement in charitable giving among high-net-worth and affluent investors. T. Rowe
Slide 5: Know your “why”
Giving with purpose Know your “why” T. R O W E P R I C E 5
Slide 6: What we’ll discuss today
. What we’ll discuss today What we’ll discuss today Legacy Charitable Impact Alignment planning T. R O W E P R I C E 6
Slide 7: Charitable planning
Giving with purpose Charitable planning T. R O W E P R I C E 7
Slide 8: What is charitable planning?
T8 . R O W E P R I C E KNOWLEDGE CHECK A. Writing checks when organizations reach out to you What is charitable B. Donating at year-end if there’s anything planning? leftover C. Matching giving to your goals, assets, tax needs, and legacy T. R O W E P R I C E 8
Slide 9: Charitable planning is… creating and implementing a strategy
Charitable planning is… Creating and implementing a strategy with your advisor to maximize impact and better align giving with your life and legacy. T. R O W E P R I C E 9
Slide 10: The power of financial advisor-guided giving
The power of financial advisor-guided giving 94% 90% of investors of investors say say they their giving is increased their more strategic impact 90% 91% of investors say of investors say giving is easier their giving is to manage more tax-efficient 2As a result of receiving charitable planning supp
Slide 11: Impact
Giving with purpose Impact T. R O W E P R I C E 11
Slide 12: Investors don’t follow a defined giving strategy
61 % of investors don’t follow a defined giving strategy as part of their annual financial planning. Source: The generosity effect: Advisor engagement in charitable giving among high-net-worth and affluent investors. T. Rowe Price, 2026. 1Footnote here. T. R O W E P R I C E 12
Slide 13: Unstructured giving may mean missed opportunities
Unstructured giving may mean: Missed tax Missed Fragmented Less money to efficiencies coordination decision-making the causes being opportunities supported Investors need a plan. T. R O W E P R I C E 13
Slide 14: Advisors can help make your giving dollars go further
a Advisors can help make your giving dollars go further Instead of: Move toward: Occasional, unplanned donations Defined impact goals Disconnected decisions Coordinated planning Reactive giving Long-term vision T. R O W E P R I C E 14
Slide 15: Let’s amplify the good you’re doing in the world
Let’s amplify the good you’re doing in the world The right planning enables your giving to do more–today and for generations: Timing of Asset selection Coordination with Legacy matters gifts matter matters tax, estate, and other charitable planning professionals matters T. R O W E P R I C E 15
Slide 16: Alignment
Giving with purpose Alignment T. R O W E P R I C E 16
Slide 17: Investor quote on needing a giving strategy
It would be wonderful to have a giving strategy in place with a proper budget in line with my tax situation… I’m looking for my new advisor to help with all of this. – Investor, age 42 Source: The generosity effect: Advisor engagement in charitable giving among high-net-worth and affluent investors.
Slide 18: Myth or fact?
T1 . R 8 O W E P R I C E “I already give—so I don’t need KNOWLEDGE CHECK charitable planning” Myth or “Charitable planning is only for the fact? ultra-wealthy” “My CPA/attorney helps me with giving—which is the same thing as charitable planning” T. R O W E P R I C E 18
Slide 19: What does aligned giving look like?
What does aligned giving look like? According to investors, charitable planning makes giving more1: Strategic Sophisticated Manageable Tax-efficient 90 % 85 % 90 % 91 % 1As a result of receiving charitable planning support from their advisor. Source: The generosity effect: Advisor engagement in char
Slide 20: Coordination is key for better charitable giving outcomes
Coordination is key for better charitable giving outcomes Your advisor can help bring your team together: Facilitate Align giving charitable with broader conversations financial goals Bring in CPAs Help you and other coordinate professionals family as needed involvement T. R O W E P R I C E 20
Slide 21: Legacy
Giving with purpose Legacy T. R O W E P R I C E 21
Slide 22: If your family inherited your money and your values
If your family inherited your money and your values, what would you hope they do with both? T. R O W E P R I C E 22
Slide 23: Investors say a values-based legacy is important
88 % of investors say leaving a values-based legacy to family is important to them Source: The generosity effect: Advisor engagement in charitable giving among high-net-worth and affluent investors. T. Rowe Price, 2026. T. R O W E P R I C E 23
Slide 24: Identify your values—the “why”
T2 . R 4 O W E P R I C E Legacy isn’t just what you leave to your family—it’s ACTIVITY what you build with them. Identify your Pick 1-3 words that best define what you want to values— pass down. the “why” For example: Faith Community Gratitude T. R O W E P R I C E 24
Slide 25: Turn values into tradition—the “how”
T2 . R 5 O W E P R I C E Think about family traditions you can start that will ACTIVITY carry on these values that matter most to you. Turn values into tradition Such as: —the “how • Annual family giving meeting we do it” • A “gratitude + giving” tradition • Give kids/teens a “grantmaking role” T. R
Slide 26: Don’t have children? You can create a legacy
Don’t have children? You can create a legacy that’s personal, enduring, and intentional—built around people, place, and purpose. T. R O W E P R I C E 26
Slide 27: Your giving matters
Your giving matters 20 of U.S. adults age 50-plus have never % 8 % of all the charitable giving in the U.S. comes from had children. 1 individual bequests. 2 1Pew Research Center (July 25, 2024), “Demographic and economic characteristics of adults 50 and older without children; analysis based on U.S
Slide 28: Legacy without children: people, place, purpose
Legacy without children: Your people, place, and purpose People Place Purpose Your ‘heirs of the heart’ The institutions that The cause you want to Nieces/nephews, shaped you move forward godchildren, mentees, Alma mater, hospital that Create a clear “mission employees, friends’ kids— cared for a lo
Slide 29: Next Steps
T2 .9 R O W E P R INext Steps Next Steps C E T. R O W E P R I C E 29
Slide 30: Your giving needs
T3 . R 0 O W E P R I C E ACTIVITY Rate your agreement from 1–5: Your giving “ I have a clear giving goal.” needs “ My giving aligns with my financial plan.” “ My family is on the same page.” “ I feel confident I’m giving in the most effective way.” T. R O W E P R I C E 30
Slide 31: Together, we can take your giving impact to the next level
Together, we can take your giving impact to the next level. T. R O W E P R I C E 31
Slide 32: Important information
Important information Important information This material is provided for general and educational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types, and it is n
Slide 33: Thank You
e T.RowePrice Thank You