December 6, 2018 Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask Ellen Remmer, TPI Senior Partner wrote a chapter in the book, Wealth of Wisdom: The Top… TPI
November 28, 2018 Successful Generations Podcast: The Important Role of Professional Advisors in Discussing Philanthropy TPI's Rebecca Miller sat down with Ellie Frey Zagel, host of the Successful Generations Podcast,… TPI
November 19, 2018 How to Talk to Your Clients About Charitable Giving In an article recently published in SumNews by MSCPA, TPI's Senior Philanthropic Advisor Rebecca Miller shares the top… TPI
October 24, 2018 TPI is moving! We are pleased to inform you that The Philanthropic Initiative (TPI) is relocating to a… TPI
October 17, 2018 Advisors, Clients Talking More About Charitable Giving TPI was cited in The NonProfit Times article, Advisors, Clients Talking More About Charitable Giving. The article highlights… TPI
October 17, 2018 Philanthropy a growing part of advisory relationship TPI has partnered with U.S. Trust to produce the U.S. Trust Study of the Philanthropic Conversation,… TPI
October 17, 2018 Wealthy Americans Say New Tax Policy Won’t Deter Giving; Advisors Disagree The U.S. Trust Study of the Philanthropic Conversation, a new report produced by TPI in partnership… TPI
October 17, 2018 U.S. Trust Survey Finds Positive Trends in the Prevalence and Quality of Philanthropic Conversations Between Advisors and Clients TPI's Senior Partner, Ellen Remmer was quoted in BusinessWire's news article, U.S. Trust Survey Finds Positive Trends in… TPI
October 16, 2018 U.S. Trust Survey Finds Positive Trends in the Prevalence and Quality of Philanthropic Conversations Between Advisors and Clients TPI's Ellen Remmer was cited in MarketWatch's article, U.S. Trust Survey Finds Positive Trends in the Prevalence and… TPI
October 12, 2018 On Philanthropy, Here’s What Clients Want (and Don’t Get) From Advisors TPI's Senior Partner, Ellen Remmer was quoted in ThinkAdvisor's article, On Philanthropy, Here's What Clients Want (and… TPI