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OCAIP - Orange County Advisors in Philanthropy

Member-Guest Mixer at the
Orange County School of the Arts (OCSA)

Thursday, November 6, 2014

4:00 PM – Site Visit for Interested Members & Guests
5:00 PM – Networking Reception
6:30 PM – Remarks by OCAiP and Orange County High School of the Arts
7:00/7:15 PM – End of Reception
7:30 PM – “A New Brain Musical Theatre Performance” for Interested Members & Guests

Orange County School of the Arts (OCSA)
Margaret A. Webb Theatre
(Main Lobby 1st Floor)
1010 N Main St.
Santa Ana, CA 92701

“A New Brain” Musical Theatre Performance
Music and Lyrics by William Finn

A New Brain is an energetic, sardonic, comic musical about making the most out of life in the face of tragedy. Gordon, a neurotic, frustrated composer collapses into his lunch and awakens in the hospital surrounded by his maritime-enthusiast lover, his mother, a co-worker, a children’s show celebrity, a homeless woman, and others. The show is in fact William Finn’s autobiographical account of his own battle for life when he was afflicted with a seemingly terminal illness. As Gordon struggles to survive, he finds salvation in the healing power of art.


October 2014 Speakers Series Event

Topic: From A Wish To A Plan – Creating a Meaningful Giving Plan for Your Client

Your client looks to you as the source of trusted counsel for accomplishing their life’s most important goals. Why should they have to go elsewhere to accomplish their giving goals? We understand the transition from the desire to give to actually implementing a strategic giving program for clients can be intimidating. The October Speaker Series will introduce valuable tools, practical strategies and a team of resources advisers can utilize to bring a client’s philanthropic vision to the real world. Attendees will learn how to deepen their clients' trust and strengthen their relationships by addressing this deeply personal (but often ignored) planning area.

Who Should Attend?

The October Speaker Series is for trusted advisers from all disciplines. If you are interested in learning how to strengthen your client relationships, add value and expand your practice, we want you to join us on October 21!

Moderator: Julie Williams Lytle
Senior Vice President & Executive Director,
Whittier Trust Philanthropic Services

For the past five years, Julie has been the Executive Director of Whittier Trust’s Philanthropic Services Department.  Julie and her team oversee foundation advisement, administration and grant-making activities for their clients’ private foundations, charitable trusts, donor advised funds and charitable bequests. In addition she has over thirty years of experience in the financial services and high tech worlds. Prior to joining Whittier she was a Partner with Ernst & Young, LLP.

Tuesday, October 21, 2014
11:00 am - 1:00 pm

Networking and Check-in starts at 10:30 am

Sponsor a Table with Premium Seating (8 seats): $400
Members: $35 • First-Time Attendees: $35 • Regular Guests: $85

Please register by Friday October 17, 2014.

Wyndham Irvine - Orange County Airport
Avalon Ballroom
17941 Von Karman Avenue,
Irvine, California 92614
Event includes lunch.


Preparing HeirsAre you prepared to participate in
The Great Wealth Transfer?

OCAIP Members receive a 25% discount!

The next evolution of wealth management is underway as a result of The Great Wealth Transfer -- $1 trillion transfers each year, for the next 50 years, from one generation to the next.

Family philanthropy is one very important pathway to a family's success. Learn how to use philanthropy to better our communities and teach valuable skills and accountability to the next generation within client families.

Why This Program is so Important to The Future of Your Practice

As the transfer of wealth becomes a reality for many families, they need more from their trusted advisors. Managing money or creating estate plans will no longer be the differentiator that it has been in the past. Clients want you to work with their entire family, and they want you to educate their kids.

Why Advisors Choose Training From Institute For Preparing Heirs®
Established in 2009, Institute for Preparing Heirs is the premier provider of current content and leading-edge tools for advisors who wish to serve the changing needs of affluent families.

Who Should Attend:
Wealth advisors
• Estate planning attorneys
• Family office executives
• Other trusted advisors who work with affluent families

Attendees who find great value in networking and sharing ideas with other high-level professionals who serve the affluent community.

New Challenges And New Opportunities For Advisors:
• Retain your best client families: Over 90% of spouses and children find a new advisor after receiving an inheritance
• Retain the assets: In 1 to 3 generations after wealth transfers, the majority of unprepared families lose control of their assets and family cohesion
• Capture new affluent clients from competitors who are not prepared to retain them. A lot of money is in motion!

The Great Wealth Transfer 2-Day Hallmark Training Includes:
New priorities that will prepare advisors to fully participate in The Great Wealth Transfer and meet the changing needs of affluent families
New tools families can use to prepare heirs
ª New business-building tools for advisors to attract, engage and retain multigenerational families
ª A world-class faculty of researchers, authors, and thought-leaders on topics relating to family dynamics and the non-financial issues impacting wealth transfers in affluent families
• IMCA and CFP continuing education credits


November 2-4, 2014
at Pepperdine University,
Malibu, California

Please visit http://preparingheirs.com for more information.


OCAIP Program Themes for 2014-2015

February 11, 2014 - Changing Lives – Advisors That Champion Education
February 25, 2014 -
Advisor's Roundtable Series: Getting it done – helping clients take action on their giving. Hosted by R.S. Crum

April 22, 2014 - Advisor's Roundtable Series

June 17, 2014 - Speaker Series Event
July 1, 2014 - Related Advisor's Roundtable Series

September 2014 - TBD Advisor's Roundtable Series

October 21, 2014 - Speaker Series Event -
Developing Strategic Giving Plans and Mission Formation

December 9, 2014 - Leading Advisor’s Roundtable Series Hosted by OCCF

February 10, 2015 - Speaker Series Event
Engaging the Next Generation in Philanthropic Giving

June 16, 2015 - Speaker Series Event
Understanding More About Giving Vehicles

October 13, 2015 - Speaker Series Event
Integrating Values and Goals into Overarching Wealth Management Plans

Upcoming Events

4 Part Speaker Series
October 21, 2014 - Creating a Meaningful Giving Plan for Your Clients

February 10, 2015 - Engaging the Next Generation in Philanthropic Giving

June 16, 2015 - Understanding More About Giving Vehicles

October 13, 2015 - Integrating Values and Goals into Overarching Wealth Management Plans

Advisor's Roundtable Series
September 30, 2014 -
How Do You Change the Conversation From Money to Meaning?

Local Events
November 2-4, 2014 - The Great Wealth Transfer -more information

November 6, 2014 - Member-Guest Mixer at OCSA - REGISTER

National Events

Letter from
the President

Mark Percy
October 2014 - Read Now >>

Sponsors & Partners


Brown & Strezza

One OC

RS Crum