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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: Our Clients : Financial Advisors And Institutions
Financial Advisors And Institutions
TPI's work with financial and legal institutions and firms combines TPI’s commitment to the promotion of philanthropy with its long experience with advisor education and client services. In our work with professional advisors we advise and assist those who wish to better support clients in achieving their philanthropic goals. Through seminars, workshops and other approaches, we help professional advisors to better support their clients' philanthropic goals and interests. Topics of particular interest include helping clients to express their values and passions through philanthropy, create a legacy, bring families together through stewardship of philanthropic resources, and involve the next generation in family giving. TPI also works directly with advisors and their clients in creating customized philanthropic programs.
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