Are you ready to make a difference?

Are you or your family searching for answers about your giving? Do you seek to ramp up your funding in size or impact? Are you ready to do something transformative with your philanthropy? We can help you or your family act boldly and give wisely. Combining your passions, values, and goals with our deep knowledge, in-depth research, and practical, on-the-ground expertise, we can help you achieve the impact that you want to have in the world.

Start Your Journey

You may be just starting down the philanthropic path or a seasoned donor looking to achieve more. Whether you’re an individual, couple, or family, we can help you move forward on your philanthropic journey and find creative ways to increase your impact. TPI is a full-service advisory firm that helps you wherever you are and wherever you want to go. From learning about issues and funding opportunities, to planning your giving strategy and designing programs, to managing and evaluating your philanthropy, 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 deeper engagement and impact. We can help you create or redesign a giving plan, find and connect with impactful organizations, or develop and manage a high-impact strategy. We can also help you establish effective governance practices, engage multiple generations, and develop a succession plan that makes sense for your situation. 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.


  • Develop, refine, or revise a philanthropic strategy
  • Design and facilitate family meetings and retreats
  • Conduct research on social and environmental issues and interests
  • Define legacy, prepare for succession, and plan for the future
  • Engage the next generation or additional family members
  • Assess structural needs and strengthen governance
  • Manage or support grantmaking and other philanthropic strategies
  • Design, execute, and assess programs
  • Create a learning plan and coach staff and trustees
  • Evaluate effectiveness and impact

“This family had never been involved with philanthropic activity at this level, and suddenly overnight had the responsibility to handle a big grantmaking budget every year. They didn’t know how. TPI helps make the administration of the foundation so much more meaningful than if the family were administering it on their own.”

Andy Stamelman, Trustee, Benjamin Foundation