Professional Advisors

As a professional advisor, you are in a unique position to play a critical role in helping your clients think through and act on their charitable interests and goals. Your ability to have conversations clients find interesting and personally meaningful can produce a triple win for your clients, your business, and society at large. We can prep you for that exchange.

Contact

Jennifer Montone , jmontone@tpi.org

We work with you to help your clients achieve both their philanthropic goals and their desire to transform their giving to achieve high impact.

Who needs philanthropy advising?

Individuals and families often turn to us at moments of pending change: an influx of funds, a sale of a business, or professional or personal life transitions. Some of our clients are new to the world of philanthropy, while others have been giving for years and are looking to move beyond traditional grantmaking to achieve higher impact. Most are asking: could my giving be more strategic? What type of impact am I having? How do I get my children to be charitable? What type of legacy will I leave?

How can we help your clients?

We believe that lasting philanthropic impact starts with strategic thinking and builds from established values and interests. We help clients create custom giving strategies based on the areas they wish to influence. Whether that is opening a donor-advised fund to help homeless youth, developing a grants program to support early literacy, or aligning a family business more strategically with a family’s philanthropy, we can help. We offer a comprehensive spectrum of capabilities – from strategy through implementation, to grants management and evaluation – helping clients make bold, positive changes on the issues that matter most to them.

How do we work with you?

We provide fee-for-service consulting to donors. Our focus is on philanthropy. We rely on others to manage funds or provide financial or legal advice. Should your clients wish to engage TPI, we welcome you to take part in their philanthropic journey. Your level of involvement is up to you. We can work with you consultatively, together with you and your client, with your client alone, or with partners and colleagues across the firm.