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“Trusts and Estates” philanthropy edition

TPI begins an extensive process of personal interviews with senior advisors regarding their promotion of philanthropy with high net-worth clients. The results of the approximately 200 interviews are published in a centerpiece article in the first-ever edition of “Trusts and Estates” to focus exclusively on philanthropy. Through the article, TPI’s efforts to encourage advisors to place philanthropy at the heart of discussions with clients reaches a national audience of 60,000 advisors.