Please contact Steve Johnson at sjohnson@tpi.org if you would like more information about TPI's work with advisors and institutions.
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Supporting Professional Advisors
TPI offers the following services for financial advisors and their clients:
- Seminars and workshops for advisors on how to support client philanthropy
- Consulting services to help clients increase the impact of their giving, plan for increased family engagement in philanthropy, or support other needs.
- Workshops for clients on a range of philanthropy-related topics
- Development of customized materials for advisors and their clients, e.g., primers, planning tools, research papers, and Web sites
- Support for marketing and outreach efforts emphasizing philanthropy-related capacity
- Speaking engagements at both in-house and professional association events
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