We live in a time of unparalleled need, and unparalleled opportunity. Even without disasters such as hurricanes, tsunamis, and earthquakes, there is tremendous need. Just by way of example, 1,000,000 American children are homeless, and 3,000,000 American children experience profound hunger every day. Internationally, 3,000,000 African children die of treatable malaria every year. In describing need, these statistics are representative, not exhaustive. At least in the United States, with budget deficits at all time highs, government is less likely than ever to successfully respond.

The Advisors Project, Inc. (“TAP”) addresses this need across the board by increasing philanthropy’s share of the upcoming intergenerational transfer of wealth—and does so in a way which also benefits the advisors themselves and their clients. The next 50 or so years will see a record transfer of assets from one generation to the next. Nearly all transfers of any significant size will result from estate planning done with professional advisors—attorneys, financial advisors, insurance advisors, accountants, etc. TAP will increase philanthropy’s share of these transfers by:

1. identifying those advisor practices which, according to independent research sources, are likely to have that result; and
2. encouraging and supporting advisors to adopt and skillfully implement those practices. In so doing,
3. clients will be increasingly satisfied with their experience with their advisors; and so
4. the advisors businesses will benefit.

In other words, a major win-win-win -- for advisors, their clients, and society.   It is no accident that The Advisors Project’s acronym is TAP— the source. “Just as water can flow through a field and wash away soil and seeds, so too can it be planned for, channeled in innovative ways, and used to nurture and grow amazing gardens.” TAP enhances the very source of philanthropy.