Pillars of Purposeful Philanthropy

VISION: Until I know myself, the blinders of the past obscure the pathways to significance. To clearly see the needs of others as well our opportunities to make the world a better place, I must first know myself. To know who I am, I must first ask who am I…..and then who am I not to be. 

ABUNDANCE AND GRATITUDE: We give and share with love so that gratitude can unlock the fullness of life. We trust in the paradox of the law of abundance -- by sharing and giving our lives are made richer. There are two keys to the treasure chest of generosity. With one key we impart freely of both material resources and spiritual plenty. With the other we gratefully accept all that comes back.

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About the Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques. 

Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration

To learn more about the benefits of becoming a member of the Purposeful Planning Institute visit our website.