Purposeful Philanthropy is the art of thoughtfully, intentionally and purposefully integrating the passion, spirit and commitment of philanthropy into the fabric of your family system.

Purposeful Philanthropy is an incredibly powerful tool that can be used not only to create lasting positive change in our communities and in the world but also within our own families.  Family philanthropy empowers beneficiaries and offsets the fear and danger of entitlement.

It is our belief that a family’s true wealth lies in the wisdom, values, virtues, life lessons, social, cultural and spiritual values that are passed on from one generation to the next. Purposeful Philanthropy can strengthen these core values and virtues.  Furthermore, we recognize that a shared philanthropic journey creates not only compassion but also resiliency and a commitment to purposeful self-sufficiency in the next generations of our family.

The Purposeful Planning Institute brings to light new, innovative and cutting edge ideas in Philanthropy through select PPI teleconferences, in our annual Rendezvous and in various workshops and we can assist you with incorporating Purposeful Philanthropy into your life, your practice, and your work with legacy families and families in business.

Purposeful Philanthropy Resources

Select PPI Teleconferences & Webinars on Philanthropy

PPI Hosts weekly teleconferences & webinars with Thought Leaders and Industry Innovators. Become a member to access these and other sessions and resources on Philanthropy.

Giving Together: How Can Advisors Help Couples Create a Shared Vision for their Philanthropy?
Caroline W. Hodkinson, Vice President, Philanthropy Advisor, Bessemer Trust

The Young Philanthropy Movement and the Finance Industry
Jonah Wittkamper, Co-Founder & Global Director, Nexus Network

Impact Investing: Putting Your Money Where Your Mission Is
Bruce DeBoskey, The DeBoskey Group, PPI Dean of Philanthropy

Family Philanthropy: A Deeper Dive into What Works
Lisa Parker, President and Executive Director of The Lawrence Welk Family Foundation

Live Your Legacy Now
Barbara Greenspan Shaiman, Founder of Champions of Caring and Embrace Your Legacy 

The Philanthropic Chasm: Improving Communication Channels to Realize What Charities are Saying, What Advisors are Hearing and What Donors are Doing
Gena Rotstein, Founder & Philanthropic Advisor, Dexterity Consulting

Raising Charitable Children
Carol Weisman, Acclaimed Author, Speaker and President of Board Builders

Putting the Fun Back in Philanthropy Using the Philanthropic Slush Fund & Make a Difference Cards
Scott Farnsworth, President, Main Street Philanthropy and Ryan Ponsford, Principal, Akili Capital

The Pragmatic Side of Family Philanthropy: Creating Results for Clients and Advisors
Timothy J. Belber, Founder, The Alchemia Group

Planning For Philanthropic Impact In The Context Of Family Wealth
Philip Cubeta, Sallie B. and William B. Walllace, Chair in Philanthropy at the American College

What Is A Family Foundation: A Private Foundation, A Donor Advised Fund Or Both?
Laura Malone, Director of Gift Planning, American Endowment Foundation

Join the Philanthropy U Group on LinkedIn

Become a Member
PPI offers a Philanthropic Professional membership at the discounted rate of $300 per year or $30 per month.  Learn more about the benefits of membership: purposefulplanninginstitute.com/membership/