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
Monthly Membership $60/month
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
Monthly Membership $30/month
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
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
If you are a member of the National Network of Estate Planning Attorneys, The National Association of Estate Planners & Councils, Sudden Money Institute, or The Family Enterprise Xchange (FEX), please contact us for a special promo code!
The Power of Purposeful Planning
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.
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.
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.
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.
Amanda Koplin, LPC
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.
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.