Families & Individual Donors

Are you or your family searching for answers about your giving? Are you accustomed to success, and now you want to do something transformative with your philanthropy? Combining your passions, values, and goals with TPI’s deep knowledge base, innovative thinking, and practical, on-the-ground expertise can help you achieve the impact that you want to have in the world.

It doesn’t matter if you’re just starting down the philanthropic path or are a seasoned philanthropist looking for more from your giving. Whether you're an individual, couple, or family, we can help you move forward on your philanthropic journey. TPI is a full service advisory firm that helps you wherever you are and wherever you want to go. From planning your giving strategy and designing programs to managing and evaluating your grantmaking, we’ll help you move the needle on issues you care about.

Families and philanthropy can be a recipe for fulfillment or frustration. We know. Families often turn to TPI at moments of pending change: an influx of funds, generational shifts, or leadership transitions. Other times, it’s a desire to move beyond traditional grantmaking in pursuit of deep social impact. We can help you put a giving plan in place, establish effective governance practices, or develop and manage a high-impact strategy that resonates with multiple generations. With your and your family's values and passions as the guide, TPI will help you create philanthropic solutions with the potential for lasting impact.

We can help you to:

  • Design and facilitate family meetings and retreats
  • Develop, refine, or revise a strategic plan
  • Define legacy, prepare for succession, and plan for the future
  • Engage the next generation or additional family members
  • Conduct research on social issues and interest areas
  • Manage or support grantmaking and other philanthropic strategies
  • Develop an international philanthropic strategy
  • Design and execute a new program
  • Find creative ways to increase impact
  • Assess structure, governance, and programmatic strategies
  • Create a learning plan and coach staff and trustees
  • Evaluate program effectiveness