December 6, 2018
Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask
Ellen Remmer, TPI Senior Partner wrote a chapter in the book, Wealth of Wisdom: The Top…
November 28, 2018
Successful Generations Podcast: The Important Role of Professional Advisors in Discussing Philanthropy
TPI's Rebecca Miller sat down with Ellie Frey Zagel, host of the Successful Generations Podcast,…
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…
October 24, 2018
TPI is moving!
We are pleased to inform you that The Philanthropic Initiative (TPI) is relocating to a…
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…
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,…
October 17, 2018
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…
October 16, 2018
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…