Virtuous Solutions. Valuable Difference.

TPF provides fund management and education solutions for developing and sustaining mission and philanthropic giving. We do not seek charitable gifts that benefit TPF.* All services are meant to best serve partners through a cost-efficient process that separates us from other mission-driven foundations.

We provide investment management and legacy solutions by charging fees directly to our pooled funds, allowing trusted services to be efficiently provided to our partners. Services include:

  • Consulting and development
  • Education and development for planned giving and permanent funds
  • Administration of trusts
  • Life income gift annuities administration and so much more

Our operating expenses are offset by income from TPF’s Trustees’ Endowment Fund, further lowering the costs passed to our investors. TPF also keeps costs down for our partners by generating monthly distributions that additionally reduce the frequency of funded reports.

Although costs vary from fund to fund due to differing third-party investment expenses, TPF does not charge asset management fees, resulting in a total cost charged to pooled funds ranging between 0.5% and 0.7%.

Learn more about our comprehensive solutions below:


Investment Management for Organizations

TPF helps your nonprofit organization, agency or congregation maximize financial growth and ultimately support your mission.

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Legacy Solutions for Individuals

For individuals wishing to establish a long-lasting legacy of charity, TPF makes it easy to develop personal philanthropic strategies, from life income plans to donor advised funds and more.

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