All OC AiP members are welcome
Networking Reception
May 2023

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

Andrei's Conscious Cuisine & Cocktails
2607 Main Street Irvine, CA 92614 United States
All OC AiP members are welcome
VOLUNTEER & NETWORKING MIXER
April 2023

Claudia Keller
CEO, Second Harvest Food Bank
All OC AiP members are welcome
Networking Reception
March 2023

The Wooden Floor
1810 N Main St, Santa Ana, CA 92706
LUNCH AND LEARN
Moving Donors Toward More Intentional Giving
FEBRUARY 2023

Erinn Andrews
GiveTeam
LUNCH AND LEARN
Positioning Philanthropic Clients for Multi-Generational Success
NOVEMBER 2022

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

Matthew Laufman
Senior Vice President Philanthropic Strategist Bank of America
HYBRID EVENT
Positioning Philanthropic Clients for Multi-Generational Success
PAST EVENT: JULY 2021

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
Discover the Power of Philanthropy
Upcoming Events
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
Moving Donors Toward More Intentional Giving – Lunch and Learn
The Impact of Evolving Philanthropy to Advisors
OC AiP Networking Reception at Segerstrom Shelby Event Center
Decoding the Motivations and Strategies of High Capacity Philanthropists
Positioning Philanthropic Clients for Multi- Generational Success
Building a Regional Social Enterprise Ecosystem for All with Glenn Parrish, Isabelle Bart, and Stephan Erkelens
Exploring Philanthropic Impact Through the Eyes of a Funder
OC AiP Happy Hour – 2021 with a Lemon Twist
Empowering Individuals
Create a Lasting Impact
News & Updates
August 2022 Newsletter
Do you believe in the power of philanthropy to change lives for the better? Do you celebrate the generosity of so many...
OC AiP July 2022 Newsletter
Officer Elections: Proposed Slate Members of Orange County Advisors in Philanthropy will be contacted this month to vote on a slate ofofficers for the...
OC AiP June 2022 Newsletter
Advancing the Mission and Reach of OC AiP When you visit the Orange County Advisors in Philanthropy website, you will see that we have...
Partners

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!