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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.

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

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.

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.

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.

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.