Welcome, and thank you for visiting.
If you have arrived here, chances are you have experienced the guidance of a Purposeful Planning Institute member. I am pleased—though not surprised—to learn that you and your family have been well served.
At the Purposeful Planning Institute, we are dedicated to developing advisors who serve affluent and enterprising families. Through education, community, and collaboration, we help advisors deepen their skills, broaden their perspective, and strengthen their ability to cultivate family flourishing and individual wellbeing for families like yours.
The thoughtful guidance you have received did not happen by accident. It is the result of a community committed to elevating the profession and preparing advisors to serve families with wisdom, empathy, and technical excellence.
Today, we have an opportunity—and a responsibility—to ensure that future generations of your family receive that same caliber of care. With your support, we can cultivate a strong pipeline of emerging advisors who are equipped to carry this work forward and help families flourish for generations to come.
Thank you for considering an investment in this important mission. Your generosity will have a lasting ripple effect—not only for the advisors we educate, but for the countless families they will serve in the years ahead.
With gratitude,
When you make a gift to PPI, you are investing in a future where advisors are better prepared, families are better served, and communities are strengthened through meaningful relationships and wise stewardship.
Here’s how your gift can build the industry of those who serve families like yours:
Equipping Advisors
Provide enhanced learning opportunities for professionals helping families navigate the complexities of wealth and wellbeing.
Expanding Access
Support scholarships, mentorship, and learning pathways that prepare younger and emerging advisors to serve families with excellence.
Strengthening the Future
Build long-term resilience and organizational capacity so PPI can continue to serve the field and future generations for years to come.
If purposeful planning has made a difference for your family, we invite you to make a gift to PPI. Your support helps strengthen the professional community that will serve families like yours, including your children and grandchildren, for years to come.
As a way to express our gratitude for your support, we’d like to offer you some complimentary resources that may benefit you and your family.
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Your contribution sustains our mission and helps us expand our impact. Every gift makes a difference.
Suggested Giving Levels
$1,000 supports educational access for emerging advisors
$5,000 helps underwrite high-quality programming
$10,000+ helps strengthen PPI’s long-term sustainability
Custom gift based on your family’s philanthropic goals
PPI is a 501(c)(3) nonprofit organization. All contributions are tax-deductible to the extent allowed by law.
Yes! PPI is a 501(c)(3) nonprofit organization. All contributions are tax-deductible to the extent allowed by law.
Purposeful Planning Institute can be found on most DAF giving platforms. Because some DAF contributions are made anonymously, we encourage you to notify us if you would like your gift acknowledged.
Yes. We gratefully accept grants from private and family foundations that share our commitment to advancing purposeful planning.
If your foundation requires a grant proposal or other supporting materials, we would be pleased to provide them. Simply reach out to share your requirements, and we will be grateful for the opportunity to submit a proposal and explore how we can partner together in support of this important work.
Absolutely. If a PPI member has had a positive impact on your family and you would like to honor them through your gift, simply provide their name when making your donation.
We will send them a letter letting them know that you have recognized their impact with a contribution to the Purposeful Planning Institute.
Gifts support PPI’s mission by strengthening operations, expanding educational programs, cultivating community, and investing in the next generation of advisors.
Yes! Multi-year commitments help provide long-term stability and allow PPI to plan strategically for the future. To set up a recurring donation, simply complete and return this form.
Certainly. Anonymous giving options are always available. Please contact us to communicate your preferences.
