TPI’s Managing Partner Leslie Pine was interviewed by Chronicle of Philanthropy’s Alex Daniels to be featured in a recent headlining story, “After Gates Is Cut Off, Buffett Family Foundations Move to Center Stage.” Both Buffett…
Gillian Howell, National Philanthropy Executive at Foundation Source, authored an article in Kiplinger, “How to Turn Wealthy Clients’ Charitable Giving Into a Cohesive Plan.” Howell discusses how data and insights learned from the 2026 TPI…
The 2026 TPI Study of the Philanthropic Conversation was discussed in Trust and Estates for Advisors (of Wealth Management by Informa) in a recent article, “Study Shows Little Increase in Philanthropic Discussions With Clients.” Read the…
The 2026 TPI Study of the Philanthropic Conversation was discussed in Financial Advisor Magazine article, “More Advisors Say Philanthropy Planning Is Good For Business.” Read the article here Financial Advisor Magazine covers essential market information and…
The 2026 TPI Study of the Philanthropic Conversation was discussed in InvestmentNews’ article, “Philanthropy talk is now standard in wealth advising – but advisors are still misreading client motivations.” Read the article here InvestmentNews covers news,…
The 2026 TPI Study of the Philanthropic Conversation was discussed in Wealth Management by Informa’s article, “Philanthropy Is Central to Advisor-Client Relationships.” Read the article here Wealth Management by Informa delivers timely news, in-depth research, and…
The 2026 TPI Study of the Philanthropic Conversation was discussed in Crain Currency’s article, “Wealthy clients want philanthropic guidance. Their advisers often can’t deliver.” Read the article here Crain Currency is a digital news and community…
The 2026 TPI Study of the Philanthropic Conversation was discussed in ThinkAdvisor’s article, “How Talking to Clients About Philanthropy Benefits Advisors.” Read the article here ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers…
FOR IMMEDIATE RELEASE Latest TPI Study Finds Philanthropy Central to Advisor-Client Relationships, with Room to Improve Engagement BOSTON, MA (Thursday, April 16, 2026) – The 2026 TPI Study of the Philanthropic Conversation, conducted by The…
TPI Managing Partner Leslie Pine joined Zach Morris on the Wealth Beyond Work podcast from Paces Ferry Wealth Advisors. They discuss what strategic philanthropy looks like in practice, drawing on TPI’s experience helping donors and…