Are your clients ready for more?

As a professional advisor, you are in a unique position to help your clients think through and act upon their philanthropic values, interests, and goals. Your ability to open up conversations about giving can deepen relationships with clients and produce a triple win for them, your advising practice, and our world. We can support you and your clients on the journey toward activating their wealth to have a real impact on the issues they care deeply about.

Who needs philanthropy advising?

Individuals, families, and advisors often turn to us at moments of pending change: an influx of funds, a sale of a business, or professional or personal life transitions. Some of our clients are new to the world of philanthropy while others have been giving for years and are looking to move beyond traditional grantmaking to achieve higher impact. Most are asking: could my giving be more strategic? What type of impact am I having? How can I best share my time, talent, and treasure at this stage of my life? How can we do philanthropy together as a family? How do I infuse philanthropic values in my children? What legacy will I leave behind?

How can we help your clients?

We believe that lasting philanthropic impact is grounded in personal and family values, fueled by passions and interests, and informed by curiosity, learning, and strategic thinking. We help clients create customized giving strategies to add real value in the areas they wish to influence, whether those involve communities, issues, or other ideas. TPI offers a comprehensive spectrum of supports – from strategy through program design, implementation, grants management, and evaluation – helping clients make bold, positive changes on the issues that matter most to them.

How do we work with professional advisors?

We provide fee-for-service consulting to donors. While our focus is on philanthropy, we rely on others to manage funds and provide financial or legal advice. Should your clients wish to engage TPI, we welcome you to take part in their philanthropic journey. Your level of involvement is up to you. We can work with you directly, together with you and your client, with your client alone, or with partners and colleagues across your firm. We can conduct workshops and trainings for colleagues and clients, compile research and other materials to support your clients’ interests, or partner in other ways.


There is a wide range of services we provide to strengthen the culture of philanthropy in your practice, make it easier for relationship managers and advisors to support their clients’ goals and interests, and use a focus on philanthropy to reengage existing clients and their families as well as attract prospective clients. We can support you with:

  • Customized client events
  • Philanthropy resources
  • Self-guided tools
  • Advisor training and support
  • Formation of learning and giving circles
  • Philanthropic advice for executives