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TFI is proud to offer a limited number
of customized Alliance Memberships to advisors and professionals
that work with donors, foundations, and granting organizations.
Through unprecedented access to TFI's expertise
and education resources, Alliance Members are able to give
their clients:
- Comprehensive, unbiased, value-neutral
and straightforward information about charitable options;
- Assistance with connecting into a network
of national and regional resources and support groups through
TFI's existing strong relationships; and
- Information about best practices from
TFI's cumulative knowledge base.
Alliance Memberships are Specially
Designed for:
- Professional consultants and advisors
- Wealth management consultants and firms
- Service providers for foundations and
donors
- Legal and financial professionals
advising donors and foundations
Benefits of Alliance Memberships
Alliance Members' clients receive expert
education about foundation structure and management and mentoring
on all aspects of operations. Alliance Members' clients will
participate in lively discussions led by local, national,
and world leaders, social entrepreneurs and policy experts
and share grantmaking stories and experiences with seasoned
philanthropists.
Alliance Members and their clients will benefit
from experienced philanthropists providing the inside track
on the latest in donor education, innovations and advances
in the field that will accelerate learning for Partners and
their clients. By taking advantage of the services and support
of the TFI staff, Alliance Members share our resources so
that they are able to focus time on their areas of expertise
and on client acquisition.
Other benefits of membership include:
- Exclusivity: Alliance Memberships are
limited to a specific number of advisors, business and firms
on an annual basis. Applications are accepted, interviews
held, and membership extended on a rotating basis based
on availability.
- Enhanced Credibility and Confidence:
Alliance Members clients will know that their firm or consultant
has been selected for a special category of membership in
TFI, which provides access to the latest and most innovative
practices in philanthropy.
- Connections and Access for Clients: Alliance
Members can choose to either send clients to a specified
number of TFI workshops or purchase complete membership
benefits for them.
- Connections and Access for our Partners:
Alliance Members will be connected to other professionals
and experts in the field who are available for coaching,
advice and guidance, navigating the world of philanthropy
and the inside perspectives of consumers and donors.
Knowing that superior knowledge acquisition
and philanthropy education is crucial to their clients and
their own success, most commercial firms and independent advisors
realize that tapping outside sources is a better investment
than developing such tools and skills in-house. TFI's Alliance
Membership program not only delivers "bang for the buck,"
but also provides it in one channel.
How can I become an Alliance Member?
Please call us for an appointment at 650-354-1600. Applications
are accepted and reviewed regularly as long as space is available.
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Navitas Ltd.
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