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· To inspire and educate advisors, helping them make philanthropic planning with their clients/donors an integral part of their practice

· To create a unique network of support through collegial relationships among a diverse spectrum of professionals

· To promote the highest ethical standards in philanthropic planning


Advisors in Philanthropy is a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values. Furthermore, AiP believes that philanthropic capacity is built through collaborative programs and projects which unite financial advisors, lawyers, accountants, bankers, trust officers, philanthropic advisors, charitable organizations, foundations, donors, and wealth planners in a common goal.

Past Events

Positioning Philanthropic Clients for Multi- Generational Success

July 2021

Building a Regional Social Enterprise Ecosystem for All with Glenn Parrish, Isabelle Bart, and Stephan Erkelens

May 2021

The New Business Model: Give Grow and Prosper

November 2020

Bridging Generations: Preparing Heirs to Inherit

August 2020

OC Nonprofits Fulfilling Urgent Community Needs

June 2020

Jane Peebles OCAiP Webinar

May 2020

Empowering Individuals

Create a Lasting Impact

Become a member today to gain access to a network of resources and tools that can help you and your clients maximize the results from charitable giving.

News & Updates

Meet Our Officers

Business leaders with diverse backgrounds, brought together to provide guidance and leadership to the philanthropic community in Orange County.


The International Association of Advisors in Philanthropy is a non-profit organization that builds philanthropic capacity through programs and projects which unite financial advisors, charitable organizations, donors, and wealth planners in a common goal.

Los Angeles Advisors in Philanthropy (LA‐AiP) seeks to increase the scale and quality of philanthropy in Los Angeles.

Our Vision Statement: “To be the voice and the resource for financial planning in Orange County”

Our Mission: To provide education and the mutual exchange of ideas, knowledge, and skills in the field of estate planning, thereby improving the quality of estate planning services offered to the public.

The Los Angeles Council of Charitable Gift Planners (formerly known as the Partnership for Philanthropic Planning of Greater Los Angeles, as well as the Planned Giving Roundtable of Southern California) is a community helping to increase philanthropy through charitable gift planning.

Inspiring Change Through Coordinated Educational Events

Join us for our periodic events and workshops led by some of the most experienced and forward-thinking minds in philanthropy.

Learn what works and what doesn’t when it comes to the challenges faces philanthropic organizations today.

Contact Us