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All OC AiP members are welcome

VOLUNTEER EVENT

November 2023

Learn a few culinary skills as you and others compete for the honor of fastest prep chef, and creator of the top tasting dish!  Leave with a great Bracken’s Kitchen experience, and the satisfaction of knowing your team come alongside us to help provide healthy delicious meals to families, seniors, struggling college students, military veterans, and homeless friends.  After all the hard work, you are invited to mingle and enjoy some tasty treats and cool beverages with friends from OC AiP!
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Bracken’s Kitchen

13941 Nautilus Dr, Garden Grove, CA 92843

All OC AiP members are welcome

Top Nonprofit Trends that Every Professional Advisor Should Know

August 2023

Please join Orange County Advisors in Philanthropy and our esteemed panelists as we discuss Top Nonprofit Trends that Every Professional Advisor Should Know. Learn from individuals with firsthand experience as they share their perspective on how the landscape has changed and what this means moving forward.
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Nithin Jilla

Executive Director of Dreams for Schools

Chelsea Bowers

Community Engagement Director at Giving Children Hope

Jacob Mize

Development Director at Mercy House

All OC AiP members are welcome

Nonprofit Summer Mega Mixer

July 2023

OC Grantmakers, OneOC, OCNPN, and AFP Orange County are pleased to host their 1st annual nonprofit MEGA MIXER! Join us for an evening of networking with the nonprofit community, learn about resources geared towards nonprofits, and connect with other nonprofit leaders. There is no agenda! Simply enjoy good company and good drinks. Tickets to the event include 1 complimentary drink (wine, beer, non-alcoholic) and appetizers.
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Hangar 24

Orange County 17877 Von Karman Avenue #Unit 110 Irvine, CA 92614 United States

All OC AiP members are welcome

Networking Reception

July 2023

We invite you to join us for a networking social hour on July 13th from 5:00 pm to 6:30 pm. This event will take place following our OC AiP board meeting at the CASA of Orange County. It presents a wonderful opportunity to connect and socialize with fellow OC AiP members while also learning about the impactful work. Snacks and refreshments will be provided for your enjoyment. We look forward to your presence at this engaging gathering.
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CASA

765 The City Drive South, Ste. 300, Orange 92868

All OC AiP members are welcome

Networking Reception

May 2023

Join us at a networking social hour on May 25th from 5-6:30pm. This event will take place following our OC AiP board meeting at Cure Duchenne. It presents a wonderful opportunity to connect and socialize with fellow OC AiP members while also learning about the impactful work. Snacks and refreshments will be provided for your enjoyment.
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CureDuchenne

100 Bayview Cir Suite 5600, Newport Beach, CA 92660

All OC AiP members are welcome

Orange County Advisors in Philanthropy Social Event

May 2023

Join us for an unforgettable evening of camaraderie and conversation as the Orange County Advisors in Philanthropy (OC AiP) come together at the exquisite Andrei's Conscious Cuisine & Cocktails restaurant for a networking dinner event!
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Andrei's Conscious Cuisine & Cocktails

2607 Main Street Irvine, CA 92614 United States

All OC AiP members are welcome

VOLUNTEER & NETWORKING MIXER

April 2023

Join us for an evening of Service and networking. Learn about food pantries by supporting South County Outreach's food distribution. Hear from guest speaker Claudia Keller from Second Harvest Food Bank, to learn how the charitable food system works together to tackle hunger in our community. Light appetizers and snacks will be served.
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Claudia Keller

CEO, Second Harvest Food Bank

All OC AiP members are welcome

Networking Reception

March 2023

Join us at a networking social hour on March 9 from 5-6:30pm. This event will follow our OC AiP board meeting at The Wooden Floor. This is a great opportunity to socialize with fellow OC AiP members and learn about the great impact of The Wooden Floor. Snacks and refreshments will be served.
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The Wooden Floor

1810 N Main St, Santa Ana, CA 92706

LUNCH AND LEARN

Moving Donors Toward More Intentional Giving

FEBRUARY 2023

Join us for a presentation from Erinn Andrews (AiP board member) about the gaps she identified in the philanthropic sector during her time running a research lab at Stanford's Center on Philanthropy and Civil Society which she is now trying to address through her own social enterprise, GiveTeam.
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Erinn Andrews

GiveTeam

LUNCH AND LEARN

Positioning Philanthropic Clients for Multi-Generational Success

NOVEMBER 2022

Philanthropic Involvement and Decision-Making is Evolving: What is the Impact on the Future of the Advisor Role?
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Joanna Kong

Sun Foundation

Ben Drutman

Simon Scholars

Ed Lee

Wahoo's Tacos

Raaida Mannaa

Latino Giving Circle Network Director

IN PERSON EVENT

Decoding the Motivations and Strategies of High Capacity Philanthropists

PAST EVENT: OCTOBER 2021

Attendees were among the first in the nation to hear the findings of the new Bank of America Study of Philanthropy, which illuminates many expressions of generosity by affluent Americans.
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Matthew Laufman

Senior Vice President Philanthropic Strategist
Bank of America

HYBRID EVENT

Positioning Philanthropic Clients for Multi-Generational Success

PAST EVENT: JULY 2021

Learn how multi-generational wealth is shared effectively to the next generation and how you can strengthen your relationship with your donor clients
WATCH RECAP

Scot and Suzanne Ellingson

Philanthropists

David Emmes

Founder of Pacific Edge Advisors

Sheryl A. Bourgeois, Ph.D.

Executive Vice President for Chapman University

Glenn Parrish

Business / Network Development

Isabelle Bart

Executive Director

Stephan Erkelens

President & CEO

WEBINAR

Building a Regional Social Enterprise Ecosystem

PAST EVENT: MAY 2021

Traditional business models maximize economic return, fueling proficiency and innovation to address ever-increasing market demands. Nonprofits focus their limited resources on attempting to address the world’s greatest challenges, championing their vision for the significance of mission-driven impact.
WATCH RECAP

Discover the Power of Philanthropy

Devoted to mastering and promoting the principles and practices of client-centered planning.
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Upcoming Events

November 2023
No event found!

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

JOIN OC AiP

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.

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Richard Ward

President

Matt Todsen

Vice President

Matt Parsons

Treasurer

John Guastaferro
John Guastaferro

Chair, Marketing

Past Events

August 2023
July 2023
May 2023
April 2023
March 2023
February 2023

Moving Donors Toward More Intentional Giving – Lunch and Learn

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. ...
16 Feb
11:30 am - 1:30 pm
Working Wardrobes Career Success Center
2000 McFadden Avenue Santa Ana, CA 92705
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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
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September 2022
October 2021
July 2021
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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.
JOIN OC AiP

News & Updates

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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.

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Contact Us

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

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18101 Von Karmen Avenue
Suite 750
Irvine, CA 92612

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