Platinum Presenting Partner (3 available each year)

Speaker Series Sponsorship – $1,500

  • 15 minute educational/professional presentation at one meeting
  • Attendance as partners/guests at all meetings (for 3 representatives)
  • Table space provided at presentation meetings for brochures and handouts
  • Name displayed prominently at meetings
  • One page briefing on products/services to be included in new membership packets
  • Receive names and contact information for registered members at presenting meeting
  • Logo included on email invitations sent to OC AiP mailing lists
  • Website Listing with brief description of the firm and link to firm’s website

Lunch & Learn Sponsor (4 available each year): $250

  • Host one OC AiP Lunch & Learn discussion at the Center Club
  • Feature philanthropic speaker or topic of choice
  • Attendance of multiple partners/guests at the Lunch & Learn
  • Name displayed prominently in announcements
  • Insert/briefing on firm/products/services to be included
  • Website listing with brief description of the firm and link to firm’s website

Presentations – Educational presentations, dates and content to be coordinated with OC AiP Program Committee Chair in advance.

Responsibilities of Partners will include:

  • Payment of annual partnership fee within 30 days of the signed agreement.
  • Provide logo and brief description of firm’s services
  • Active participation in the education of our membership
  • Working with the Education Committee to schedule commercial time
  • Responding in a timely manner to requests for listing needs and handouts
  • Provide materials for new member meeting packets

Responsibilities of OCAIP will include:

  • Continuation of the highest quality educational programs to attract the best, brightest, and most successful philanthropic planners in Southern California
  • Working with Partners to maximize benefits under guidelines above
  • Accepting no other competing Partners at the above levels for each year

Email [email protected] for more information

Make checks payable to OC AiP and mail to:
c/o Sara Garske, First Foundation Bank
18101 Von Karmen Avenue, Suite 750
Irvine, CA 92612