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…
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…
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…
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,…
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…
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 ClientsAdvisors Are Second Only to a Spouse or Partner as a Source for Philanthropic Information BOSTON, MA (Thursday,…
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…
TPI’s Managing Partner, Leslie Pine was quoted in The New York Times article, When It Comes to Donating Money, Whom Do You Trust? The article highlights the experience of the Sills Family Foundation, a longtime client of TPI’s,…
On June 7, 2017, The Boston Globe published a beautiful obituary in memory of TPI’s founder, Peter Karoff, who passed away on March 9, 2017. Click here to read the obituary.