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    Professional Advisors

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    Professional Advisors
    July 31, 2026

    What Wealth and Financial Advisors Need to Know About Philanthropy Today

    The 2026 TPI Study of the Philanthropic Conversation shows real progress over the past 25+ years. Professional advisors…
    • Professional Advisors
    Leslie Pine
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    Professional Advisors
    June 18, 2026

    The Philanthropic Conversation in 2026: Progress, Gaps, and What Comes Next

    For over 25 years, TPI has studied one deceptively simple question: How can professional advisors…
    • Professional Advisors
    Leslie Pine
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    Professional Advisors
    May 22, 2026

    The 2026 TPI Study of the Philanthropic Conversation

    OVERVIEW The vast majority of high-net-worth (“HNW”) individuals give to charity and many feel that…
    • Professional Advisors
    TPI
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    April 16, 2026

    2026 TPI Study of the Philanthropic Conversation

    As part of TPI’s mission, we aim to foster deeper and more meaningful conversations about…
    Emilee Witkowski
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    April 16, 2026

    Executive Summary of the 2026 TPI Study of the Philanthropic Conversation

    The 2026 TPI Study of the Philanthropic Conversation offers specific insights for professional advisors –…
    Emilee Witkowski
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    Health Philanthropy
    August 9, 2024

    Charting the Course for Health Philanthropy: Reflections from the 2024 GIH Conference  

    Guns, poverty, racism, politics, climate change. One might not expect to cover all these topics…
    • Health Philanthropy
    John Tyler
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    1390-0
    January 8, 2019

    A Guide to Working with Philanthropic Advisors

    We know that navigating the world of philanthropy can be a challenge. That is why…
    TPI
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    1512-0
    July 24, 2018

    Executive Summary of the 2018 TPI/U.S. Trust Study of The Philanthropic Conversation

    The philanthropic conversation between professional advisors and their clients is important to have early and…
    TPI
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    1316-0
    July 19, 2018

    2018 TPI/U.S. Trust Study of The Philanthropic Conversation – Full Report

    The philanthropic conversation between professional advisors and their clients is important to have early and…
    TPI
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    280-0
    May 3, 2013

    2013 TPI/U.S.Trust Study of The Philanthropic Conversation – Full Report

    The philanthropic conversation between professional advisors and their clients is important to have early and…
    TPI
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    New Research Report: The 2026 TPI Study of the Philanthropic Conversation

    The 2026 TPI Study of the Philanthropic Conversation is now available!

    Learn More