Purposeful Planning Podcast

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. ...more

Latest Episodes

18

August 28, 2023 00:23:41
Appreciative Inquiry: Building on the Strengths of a Family

Appreciative Inquiry: Building on the Strengths of a Family

In this thought-provoking podcast episode, Courtney delves into an innovative organizational change model that challenges our conventional understanding of how change unfolds within families....

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15

August 21, 2023 00:28:15
Why Conversations About Death Matter

Why Conversations About Death Matter

Lori LoCicero and Lisa Pahl are the creators of The Death Deck, a card game that exploresdeath and dying using multiple-choice questions and a...

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18

August 14, 2023 00:25:26
How Philanthropy Advice Unlocks Giving

How Philanthropy Advice Unlocks Giving

Emma shares insights from interviewing philanthropy advisors from 15 countries for her new book, Advising Philanthropists: Principles and Practice, which she co-authored with Dr....

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17

July 31, 2023 00:27:14
PPP Episode 8: Adapt, Change, or Disappear

PPP Episode 8: Adapt, Change, or Disappear

In this episode, we sit down with industry experts Gretchen Figge and David York to discuss one of the most critical yet overlooked elements...

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16

July 17, 2023 00:29:10
Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices

Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices

Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers,...

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15

July 03, 2023 00:33:06
Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others

Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others

In this episode, Coventry Edwards-Pitt will share takeaways from her new book, Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others...

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