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
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.
Past Events
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
News & Updates
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...
OC AiP May 2022 Newsletter
Advancing the Mission and Reach of OC AiP The board of directors for Orange County Advisors in Philanthropy (OC AiP) met on April 19...
Meet Our Officers
Business leaders with diverse backgrounds, brought together to provide guidance and leadership to the philanthropic community in Orange County.
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.
