Individual Premium Membership

Individual Premium Membership

Full PPI Membership includes access to all teleconferences, webinars and the Members Only section of the website. Includes access to the Purposeful Trusts & Legacies Mastery Program at no additional cost.  View complete membership benefits here.

Annual Membership $600/year

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Monthly Membership $60/month

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Discounted Individual Premium Membership

Discounted Individual Premium Membership

You must be currently enrolled in a higher education program, employed by an academic institution or a non-profit organization, or working primarily as a philanthropic consultant to be eligible for this rate. View complete membership benefits here.

Annual Membership $300/year

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Monthly Membership $30/month

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Corporate / Group Membership

Corporate / Group Membership

The special group rate of $1,350 applies to the first group of three memberships from the same company; additional employees may be added at the special rate of $400 per member. For more information on corporate / group membership click here.

Annual Group Membership $1,350/year

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Purposeful Trusts & Gifts Mastery Program

Purposeful Trusts & Legacies Mastery Program

The Mastery Program includes twelve monthly webinars and TrustWork assignments on the 7 Keys of Purposeful Trusts & Legacies. View program details here. Upgrade to the Individual Premium Membership for FULL ACCESS to ALL webinars and resources.

12 Sessions (12 Month Program) $495

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If you are a member of the National Network of Estate Planning AttorneysThe National Association of Estate Planners & CouncilsSudden Money Institute, or The Family Enterprise Xchange (FEX), please contact us for a special promo code!

The Power of Purposeful Planning

Testimonials

Steven L. Meyers, PhD

While I certainly came to learn, I didn’t expect to be inspired. Over 25 years in institutional fundraising and philanthropy, I’d attended a lot of conferences, almost all of them in planned giving. PPI’s multi-disciplinary environment drew me out and encouraged me to venture beyond my usual comfort zone. Its real community of estate, financial, family and business professionals immediately helped me crash the imprisoning matrix of institutional fundraising, restore my creativity, and launch a new practice of personalized philanthropy.  Purposeful Planning Institute experiences – like Fusion, Rendezvous and the Philanthropy Summit – helped open me up to the kind of learning that continually transforms my practice. If your goal is to move the needle and make a better world, there is no better place to begin than with yourself, and with PPI.

Steven L. Meyers, PhD
Vice President, Center for Personalized Philanthropy, American Committee for the Weizmann Institute of Science, author of Personalized Philanthropy: Crash the Fundraising Matrix

Jamie Traeger-Muney, PhD

Thanks for providing the space & the structure for these conversations to happen. I am in awe of what you have created.

Jamie Traeger-Muney, PhD
Founder & Chief Visionary Officer, The Wealth Legacy Group

Judith Kolva, PhD

Finally, almost eight hours later, I am able to process the power of today’s call and PPI. It is rare to connect with one who is intelligent, perceptive, enthusiastic, confident, multi-disciplinary, well-prepared, and spiritual . . . one such as yourself. Thank you for your contribution to this world. Thank you for your contribution to my purpose in this life.

Judith Kolva, PhD
Founder & CEO, Memoir Shoppe

James Smyth, JD

So often the heart of what our clients want to accomplish is lost in the legal protection and instructions. Our thinking in legal matters and the pressures of “getting it right” blur the bigger picture for us. I highly recommend this organization to you if you want to think beyond the technical side and integrate the human dimension.

James Smyth, JD
Attorney, Crotty & Smyth

Amanda Koplin, LPC

Amanda Koplin

PPI is different than any other professional community I’ve joined. If you’re willing to jump in with both feet, there are other professionals waiting there to lift you up and help you succeed in whatever you’re doing. The effort I put into the PPI community throughout the year is returned to me an invaluable way, reflected both in my bottom line as well as the person, leader, and professional I am today. When I need help, feedback, or guidance, my first call is always to someone I met through the PPI community.

Amanda Koplin, LPC
Founder & CEO, Koplin Consulting

Timothy J. Belber, JD, AEP

Today’s wealth-owner is asking a different set of questions when it comes to family and financial assets. The Purposeful Planning movement is where advisors looking for the answers to these questions will need to be.

Timothy J. Belber, JD, AEP
Principal, The Alchemia Group

*Individual Annual and Monthly Memberships will automatically renew each period until you notify us of your intent to cancel.  Your account can be canceled at any time by sending an email to info@purposefulplanninginstitute.com.

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