Articles & Papers

/Articles & Papers

Select Publications

To Be or Not to Be—Some Thoughts on the Life of Family Foundations, Journal of Practical Estate Planning (Aug-Sept 2010)

Yŏu Bản Fă – (There Is A Way): Reviewing the Wisdom of Great Thinkers to Combat the Negativity and Planning Paralysis that Challenges Philanthropic Planners and Their Clients Today, Journal of Practical Estate Planning (Aug-Sept 2009)

The Purposeful Charitable Trust or Foundation: Client Memory Loss and Charitable Remainder Trusts, Journal of Practical Estate Planning (Apr-May 2010)

The Benefits of Greater Meaning and Purpose in Charitable Trusts, DAFs, and Family Foundations (2009)

Maturity Markers – A New Paradigm for Trust Distribution Models and Gifts, Family Firm Institute (2008)

Getting “Buy-In” to Develop a Collaborative Team, Trusts & Estates (Feb 2013)

Incentive Trusts: The Good, The Bad and The Ugly by John A. Warnick (Feb 2009)

Purposeful Planning Resources

Note: PPI members have full access to a Library of Resources, including numerous Purposeful Planning Tools and Purposeful Visioning Exercises, in the Members Only section of the website.

The Seven Keys of Purposeful Trusts

The Pillars of Purposeful Philanthropy

PPI News Feed

Family Wealth Report Interviews John A. Warnick

Date: December 16, 2014 John A. Warnick is honored to be featured in an article published by the Family Wealth Report this month: Exclusive Interview With The Founder Of The Purposeful Planning Institute. Family office consultant Joe Reilly interviewed John A. Warnick, founder of the Purposeful Planning Institute, about what purposeful estate planning should look like, how far you can push a client, and asks him to respond to his recent profile in the New York Times.

PPI News|

Purposeful Planning Institute featured in the New York Times

November 13, 2014 Last week I had the privilege to be interviewed for over an hour with New York Times journalist Paul Sullivan. That interview resulted in a half-page article Saturday in the Times. It seems the ideals and principals behind the Purposeful Planning Institute are finally drawing attention on the national stage.

PPI News|
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