Affiliate Membership Offer

We are pleased to announce that members of Advisors in Philanthropy are now eligible to receive a limited membership to the Purposeful Planning Institute at no cost, another value-add to your AIP membership.

Benefits Include:

  • Access to all Purposeful Philanthropy programs in the PPI Webinar Archives
  • Access to all Purposeful Philanthropy resources in the PPI Resource Library
  • An invitation to join Philanthropy U and other private PPI LinkedIn groups

The Purposeful Planning Institute is a learning center for professionals interested in exploring best practices for legacy families and families in business.  Members include front-line advisors (lawyers, CFPs, CLU, CPAs, wealth managers and trust officers) as well as philanthropic consultants, wealth psychologists, fiduciary and family office consultants, facilitators, coaches and other professionals working with legacy families and families in business. PPI is a platform for collaboration and exemplifies a unique spirit of professional collaboration.

We look forward to having you join us we welcome you to contact us with any questions or for additional information.



Looking for even more ways to transform your practice and your client relationships?  Upgrade to a Philanthropic Professional Membership for only $300 (a 50% discount) at any time to gain access live weekly webinars with Industry Innovators and Thought Leaders, open the door to the full Resource Library, receive member discounts on PPI sponsored workshop and events, and more!