Professional Advisors Archives - The Philanthropic Initiative

Professional Advisors

September 18, 2026

What does it take to engage high-net-worth (“HNW”) clients in meaningful philanthropic conversations? While about…

Leslie Pine

Professional Advisors

July 31, 2026

The 2026 TPI Study of the Philanthropic Conversation shows real progress over the past 25+ years. Professional advisors…

Leslie Pine

Professional Advisors

June 18, 2026

For over 25 years, TPI has studied one deceptively simple question: How can professional advisors…

Leslie Pine

Professional Advisors

May 22, 2026

OVERVIEW The vast majority of high-net-worth (“HNW”) individuals give to charity and many feel that…

TPI

Professional Advisors

February 26, 2026

Over decades of strategic philanthropy advising, we’ve learned that many wealthy individuals and families are…

Leslie Pine

Professional Advisors

August 17, 2022

The breadth and depth of expertise sought by clients of a professional advisor these days…

Lisa Spalding

Professional Advisors

July 31, 2019

If you’ve read TPI’s research with U.S. Trust on how advisors and their high-net-worth (HNW)…

Rebecca Miller

Professional Advisors

May 8, 2019

The Philanthropic Initiative (TPI) first began examining philanthropic conversations between professional advisors and their high-net-worth…

Lisa Spalding