Richard Ward
First Vice President / Investments - Stifel
Patti Larson
Business Strategy, Brand and Marketing Expert
NOVEMBER SPEAKER SERIES
The New Business Model: Give, Grow and Prosper
Events
Date:
2020-11-12
11:
0
AM
Date:
2020-09-24
4:
0
PM
Empowering Individuals
Create a Lasting Impact
News & Updates
Realigning a Long-standing Legacy Program
Navigating to a transition is a significant challenge to a foundation. Learn how to phase out a legacy program with Bainum Family as...
What is Catalytic Philanthropy and How is it Changing the World?
Learn how donors and funders can make a huge impact on big social issues by using an approach that creates transformative change. Find...
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.
