Create space for guided conversations, planning, and learning to strengthen your philanthropy. 

Productive conversations are essential to effective philanthropy—whether you’re setting goals, navigating transitions, or bringing diverse voices to the table. TPI’s experienced facilitators help families, boards, corporate leaders, and philanthropic teams design and lead meetings that foster clarity, collaboration, and progress. From structured planning sessions and governance discussions to retreats and issue-focused convenings, we create environments where ideas flourish and decisions are well-informed. We also bring in expert briefings, discussion synthesis, and help with defining next steps, ensuring your meetings are both thoughtful and action oriented. 

HOW WE CAN HELP

  • Structure and facilitate important conversations and meetings to support planning and goal setting, design and management of philanthropic strategies, assessment, governance, and other needs 
  • Help design board or family retreats and planning sessions 
  • Design and facilitate regular planning and decision-making meetings 
  • Incorporate learning opportunities into planning processes, including guest speakers and briefings on key issues 
  • Develop meeting summaries and recommended next steps 
  • Facilitate Idea Labs to elicit fresh thinking and new perspectives 

“This family had never been involved with philanthropic activity at this level, and suddenly overnight had the responsibility to handle a big grantmaking budget every year. They didn’t know how. TPI helps make the administration of the foundation so much more meaningful than if the family were administering it on their own.”

Andy Stamelman, Trustee, Benjamin Foundation