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
John A. Warnick’s 6 Pillars of Purposeful Philanthropy
To Be or Not to Be—Some Thoughts on the Life of Family Foundations
Yŏu Bản Fă – (There Is A Way): Reviewing the Wisdom of Great Thinkers to Combat the Negativity and Planning Paralysis that Challenges Philanthropic Planners and Their Clients Today
The Purposeful Charitable Trust or Foundation: Client Memory Loss and Charitable Remainder Trusts
The Benefits of Greater Meaning and Purpose in Charitable Trusts, DAFs, and Family Foundations
Maturity Markers – A New Paradigm for Trust Distribution Models and Gifts
Select PPI Teleconferences 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
Philanthropy Re-Imagined
Peter Karoff, Founder, The Philanthropic Initiative
3 Simple Steps To Make The Difference You Really Want
Jim Lord, Author of “What Kind of World Do You Want?” and Founder of The Global Society of Change Agents
Live Your Legacy Now
Barbara Greenspan Shaiman, Founder of Champions of Caring and Embrace Your Legacy
Women, Wealth & Giving
Melanie Hamburger, Principal, Catalytic Women
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
Engage Every Age: How to Form Deep Client Relationships with Every Generation in Your Practice
Anne Loehr, Generational Guru, Author & Transformational Leader
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
Capturing Donor Legacy For Posterity
Iris Wagner, CEO, Founder & Executive Producer, Memoirs Productions
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
Spotlight on Philanthropy
Bruce DeBoskey
PPI Dean of Philanthropy