Professional Advisors

Professional Advisors

From virtually the day he arrived at TPI, Joe was deeply involved in creating TPI’s outreach education program to encourage advisors, advisor institutions, and their professional associations to promote philanthropy in their work with clients. 

Beginning in 1993, with the support of the Council of Michigan Foundations, TPI began an organized outreach approach to wealth advisors, seeking to use the experience as a laboratory to test approaches to engage advisors in promoting giving.  That work continued through 1999 with an unprecedented nationwide survey of the attitudes and practices of legal and financial advisors regarding their support for their clients’ philanthropy (see Doing Well by Doing Good (2001)) and into the next century, (e.g., Doing Well by Doing Good in California (2004)).  Both reports represent the most complete picture to date of advisor behavior, complete with advisor-focused strategies for community foundations and recommendations for broad-based action aimed at leveraging the advisor's role in increasing philanthropy. 

Joe continued his work with professional advisors until the time of his death, through the work of New Ventures in Philanthropy, the International Network for Strategic Philanthropy, and other organizations.  

Read about TPI's work in Supporting Professional Advisors