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…
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….
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…
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,…