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….
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…
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…
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 with U.S. Trust, was cited in the Barron’s Penta article, Wealthy Americans Say New Tax Policy Won’t Deter Giving; Advisors Disagree. The article…
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 the Prevalence and Quality of Philanthropic Conversations Between Advisors and Clients. The article highlights the U.S. Trust Study of the Philanthropic…
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 Quality of Philanthropic Conversations Between Advisors and Clients. The article highlights the U.S. Trust Study of the Philanthropic Conversation. Ellen Remmer,…
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 Don’t Get) From Advisors. The article highlights the U.S. Trust Study of the Philanthropic Conversation. In referring to advisor misperceptions…
Philanthropists and Funders with Global Focus Convene to Strengthen Collaboration and Capacity-Building at September Innovations Symposium Hosted by NEID, TPI
Boston, MA (August 9, 2018) – Internationally-oriented philanthropists and investors will convene to learn about the most recent trends and innovations in international philanthropy and improve practical hands-on skills at the Innovations in International Philanthropy…
U.S. Trust Survey Finds Positive Trends in the Prevalence and Quality of Philanthropic Conversations Between Advisors and Clients
U.S. Trust Survey Finds Positive Trends in the Prevalence and Quality of Philanthropic Conversations Between Advisors and ClientsAdvisors Are Second Only to a Spouse or Partner as a Source for Philanthropic Information BOSTON, MA (Thursday,…
“Innovations in International Philanthropy” Symposium Early Registration Closing June 30
Boston, MA (June 20, 2018) – Philanthropists seeking to increase capacity and impact on international issues will gather September 6 and 7, 2018 at the Boston Foundation and the Samberg Conference Center at MIT for…