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A Guide to Working with Philanthropic Advisors

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We know that navigating the world of philanthropy can be a challenge. That is why we were thrilled to work with Fidelity Charitable to help create a guide that donors can use to learn more about how to engage expert help from philanthropic advisors – like TPI – and become more effective givers.

Knowing how and where to give to maximize impact requires experience and expertise that many individual donors and families don’t have, especially when first getting started. Even donors who’ve gained considerable knowledge about philanthropy may not have the time to develop and implement a strategy. A philanthropic advisor can help. This guide provides answers to common and important questions about the role that philanthropic advisors play in supporting charitable planning and giving, as well as factors to consider before engaging an advisor.

This guide was produced in partnership with Fidelity Charitable

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