Professional Advisors | TPI

Talking to Clients about Philanthropy: Now that you know the why, here’s the how. Jul 31, 2019 If you’ve read TPI’s research with U.S. Trust on how advisors and their high-net-worth (HNW) clients view the philanthropic conversation, you know that the research helps advisors understand what,...

U.S. Trust Study of The Philanthropic Conversation: 20 Years of Research in Three Powerful Insights for Advisors Jun 19, 2019 The Philanthropic Initiative (TPI) first began examining philanthropic conversations between professional advisors and their high-net-worth (HNW) clients in the late 1990’s, when, believe it or not...

A Guide to Working with Philanthropic Advisors We know that navigating the world of philanthropy can be a challenge. That is why we were thrilled to work with Fidelity Charitable to help create a guide that donors can use to learn more about how to engage expert help from philanthropic advisors - like TPI - and become more effective givers...

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.