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OUR VALUES

Why We Serve

Community

AiP is a community of advisors and experts dedicated to strengthening one another and the communities we serve

Guidance

AiP connects members to tools and resources to help them be more successful in their work

Trust

AiP is united through mutual trust among our members and the clients we serve

Expertise

AiP represents a wealth of knowledge and skills locally and nationally

Connection

AiP promotes networking, sharing, camaraderie, and professional connection opportunities among our members

Philanthropy

AiP demonstrates the power of philanthropy and giving back through all we do

MEMBERSHIP BENEFITS

Why Join OC AiP?

Build a trusted and diverse network of professionals

Differentiate yourself from other advisors

Attract a new generation of clients

Supercharge the expertise you bring to your clients through valuable tools and learning

Be part of something bigger through collective philanthropy in Orange County

Mission

· 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

Vision

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.

Meet Our Officers

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

Past Events

November 2022

The Impact of Evolving Philanthropy to Advisors

Please join Orange County Advisors in Philanthropy and our esteemed panelists as we discuss the changes that are affecting the philanthropic world. Learn from individuals with firsthand experience as they share their perspective on how the landscape has changed and what this means moving forward. ...
15 Nov
11:30 am - 1:30 pm
Avenue of the Arts Costa Mesa Silver Trumpet Restaurant
September 2022
October 2021
July 2021
May 2021
March 2021
January 2021

OC AiP Happy Hour – 2021 with a Lemon Twist

When life gives you lemons, make a French 75.” Those were the inspired words of Center Club Orange County bartender Carla Garrett as she demonstrated how to make this delicious cocktail of gin, lemon juice, simple syrup, champagne and a lemon twist. ...
12 Jan
4:00 pm - 6:00 pm
November 2020

The New Business Model: Give Grow and Prosper

It’s become increasingly difficult to stand out from the competition in today’s uber-competitive business environment. Educated consumers prefer to do business with people who do good. In other words, people support brands that support causes. ...
12 Nov
11:00 am - 12:00 pm
Virtual
Zoom
September 2020

Virtual Happy Hour

Join OC AiP for our first Virtual Happy Hour / Networking event. Master bartender Carla Garrett of The Center Club will show you how to create a delicious summer cocktail, then you can virtually step into one of our small group lounges to engage with other professional advisors who value philanthropy. ...
24 Sep
4:00 pm
August 2020

Bridging Generations: Preparing Heirs to Inherit

On August 11, Orange County Advisors in Philanthropy continued its Webinar Series with featured presenter Amy Castoro, President & CEO of The Williams Group. The topic was “Bridging Generations: Preparing Heirs to Inherit.” Special thanks to the Financial Planning Association of Orange County for cosponsoring this informative presentation. ...
11 Aug
11:00 am - 12:00 pm
Center Club OC
June 2020

Critical Response: OC Nonprofits Fulfilling Urgent Community Needs

Join OC AiP for our June webinar to learn more about how Orange County nonprofit organizations are fulfilling urgent needs in the community, specifically during the COVID-19 pandemic. Additionally, we’ll address how Donor Advised Funds can be a strategy for your clients to make a difference. ...
02 Jun
11:00 am - 12:00 pm
Center Club OC
May 2020

Retirement Planning with Charitable Tools

On Tuesday, May 2, 2020, Orange County Advisors in Philanthropy hosted our very first Speaker Series webinar. Originally planned to be in-person, we switched to online as a result of social distancing requirements. We are grateful to our speaker, Jane Peebles, for her flexibility in moving to the online format.  ...
05 May
11:30 am - 1:30 pm
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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

Partners

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

Please feel free to contact us with any questions or feedback you have related OC AiP activities and events!