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Events

Date:

2020-09-24

4:

0

PM

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.

Date:

2020-08-11

11:

0

AM

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.

Date:

2020-06-02

11:

0

AM

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.

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.

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.

Planned Giving Round Table of Orange County, PGRT-OC, is a non-profit organization serving the needs of charitable institutions and their representatives in the Orange County Community.

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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