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NOVEMBER SPEAKER SERIES

The New Business Model: Give, Grow and Prosper

Join us for our OC AiP Speaker Series, The New Business Model: Give, Grow and Prosper with Richard Ward and Patti Larson. It's become increasingly difficult to stand out from the competition in today's uber-competitive business environment. Educated consumers prefer to do business with people who do good. In other words, people support brands that support causes.

Discover the Power of Philanthropy

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

Events

The New Business Model: Give Grow and Prosper

Date:

2020-11-12

11:

0 AM

It’s become increasingly difficult to stand out from the competition in today’s uber-competitive business environment. Educated consumers prefer to do business with people who do good. In other words, people support brands that support causes.

Virtual Happy Hour

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.

Bridging Generations: Preparing Heirs to Inherit

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.

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

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...

March 31, 2020

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...

March 26, 2020

Responding to the Coronavirus Outbreak: Resources to Help Nonprofits

To help you cope as the COVID-19 crisis rise, here are a few collections of resources to help you stay focused and expeditiously...

March 23, 2020

Meet Our Officers

Business leaders with diverse backgrounds, brought together to provide guidance and leadership to the philanthropic community in Orange County.

David B. Moore

President

Andi Kang

Co-Chair, Community Outreach

Courtney Laddusaw

Co-Chair, Communications

John Guastaferro

Board Member

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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18101 Von Karmen Avenue
Suite 750
Irvine, CA 92612