The Purposeful Planning Institute is a unique educational, training and mentoring institute for professionals who are committed to designing purposeful and lasting legacies that integrate the client’s voice, vision, and values, with the technical intricacies of estate and wealth transition planning. Within the Institute we offer various programs to meet the needs of a diverse base of clientele.
THE PURPOSEFUL PLANNING COLLABORATION™
The Purposeful Planning Collaboration is a learning center for professionals interested in the keys and paradigms to Purposeful Planning and the secrets of Purposeful Trusts™. PPC offers weekly teleconferences using the Maestro technology. The calls feature an industry innovator or thought leader.
The theme of the calls range from applications of Neuroscience and Positive Psychology to our work with families in business and families of wealth to the exciting new possibilities created by the keys and paradigms of Purposeful Planning™ and Purposeful Trusts™.
The Philanthropy U brings together planned giving professionals, community foundation leaders, family foundation executives, philanthropic consultants, and other advisors who are genuinely dedicated to philanthropy.
The purpose of the Philanthropy U is to share Best Practices, build collaboration between charities, advisors, and donors, and allow us to learn from the pioneering innovations and examples of inspired Philanthropists and philanthropic leaders.
Putting Heart and Soul into Your Trust
