March 15, 2019

Letters to the editor of the Boston Globe Magazine

TPI’s Managing Partner Leslie Pine shares her thoughts on “The Valedictorians Project” in a letter to the editor of the Boston Globe Magazine: Boston’s Brightest The complexity of overlapping issues contributing to student success —…

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 10 findings from the U.S. Trust Study of the Philanthropic Conversation. Advisors may use these findings to gain knowledge surrounding the…

October 24, 2018

TPI is moving!

We are pleased to inform you that The Philanthropic Initiative (TPI) is relocating to a new office location. As of Friday, October 26, 2018, our new address will be 75 Arlington Street, Suite 710, Boston, MA 02116….

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 the U.S. Trust Study of the Philanthropic Conversation. In referring to some of the findings, the article notes, “A survey of…

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, which was cited in InvestmentNews’ article, Philanthropy a growing part of advisory relationship. The article highlights the findings that clients…