Professional Advisors | TPI

Executive Summary of the 2018 TPI/U.S.Trust Study of The Philanthropic Conversation The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand the extent and dynamics of philanthropic conversations taking place between wealthy...

2018 TPI/U.S.Trust Study of The Philanthropic Conversation - Full Report The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand the extent and dynamics of philanthropic conversations taking place between wealthy...

Doing Well by Doing Good Appendix A This report, an appendix to "Doing Well by Doing Good" includes the survey results from the research conducted by Opinion Dynamics Corporation (ODC) for TPI.

Doing Well by Doing Good Improving Client Service, Increasing Philanthropic Capital: The Legal and Financial Advisors Role This report, produced in 2000, represents a first-of-its-kind study to better understand the role of the professional advisor in philanthropy discussions with clients.

2013 TPI/U.S.Trust Study of The Philanthropic Conversation - Full Report The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand the extent and dynamics of philanthropic conversations taking place between wealthy...

Executive Summary of the 2013 TPI/U.S Trust Study of The Philanthropic Conversation This study explores the extent and dynamics of advisor approaches and high-net-worth client expectations of the philanthropic conversation.