Upcoming Events
February 2023
Moving Donors Toward More Intentional Giving – Lunch and Learn
Please join Orange County Advisors in Philanthropy and our esteemed panelists as we discuss the changes that are affecting the philanthropic world. Learn from individuals with firsthand experience as they share their perspective on how the landscape has changed and what this means moving forward. ...
16 Feb
11:30 am - 1:30 pm
No event found!
Past Events
November 2022
The Impact of Evolving Philanthropy to Advisors
Please join Orange County Advisors in Philanthropy and our esteemed panelists as we discuss the changes that are affecting the philanthropic world. Learn from individuals with firsthand experience as they share their perspective on how the landscape has changed and what this means moving forward. ...
15 Nov
11:30 am - 1:30 pm
Avenue of the Arts Costa Mesa Silver Trumpet Restaurant
September 2022
OC AiP Networking Reception at Segerstrom Shelby Event Center
Orange County Advisors in Philanthropy welcomes members and non-members to the beautiful Segerstrom Shelby Event Center to drink, dine, and discover this classic collection. ...
22 Sep
5:30 pm - 8:30 pm
October 2021
Decoding the Motivations and Strategies of High Capacity Philanthropists
Join us for a conversation with Douglas K. Freeman, our local philanthropist turned nonprofit executive, and founder of National Philanthropy Day. ...
26 Oct
11:30 am - 1:00 pm
July 2021
Positioning Philanthropic Clients for Multi- Generational Success
Learn how multi-generational wealth is shared effectively to the next generation and how you can strengthen your relationship with your donor clients ...
27 Jul
11:30 am - 1:00 pm
May 2021
Building a Regional Social Enterprise Ecosystem for All with Glenn Parrish, Isabelle Bart, and Stephan Erkelens
Traditional business models maximize economic return, fueling proficiency and innovation to address ever-increasing market demands. Nonprofits focus their limited resources on attempting to address the world’s greatest challenges, championing their vision for the significance of mission-driven impact. ...
25 May
11:00 am - 12:00 pm
March 2021
Exploring Philanthropic Impact Through the Eyes of a Funder
Join us for a conversation with Douglas K. Freeman, our local philanthropist turned nonprofit executive, and founder of National Philanthropy Day. ...
31 Mar
11:00 am - 12:00 pm
January 2021
OC AiP Happy Hour – 2021 with a Lemon Twist
When life gives you lemons, make a French 75.” Those were the inspired words of Center Club Orange County bartender Carla Garrett as she demonstrated how to make this delicious cocktail of gin, lemon juice, simple syrup, champagne and a lemon twist. ...
12 Jan
4:00 pm - 6:00 pm
November 2020
The New Business Model: Give Grow and Prosper
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. ...
12 Nov
11:00 am - 12:00 pm
VirtualZoom
September 2020
Virtual Happy Hour
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. ...
24 Sep
4:00 pm
August 2020
Bridging Generations: Preparing Heirs to Inherit
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. ...
11 Aug
11:00 am - 12:00 pm
Center Club OC
June 2020
Critical Response: OC Nonprofits Fulfilling Urgent Community Needs
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. ...
02 Jun
11:00 am - 12:00 pm
Center Club OC
May 2020
Retirement Planning with Charitable Tools
On Tuesday, May 2, 2020, Orange County Advisors in Philanthropy hosted our very first Speaker Series webinar. Originally planned to be in-person, we switched to online as a result of social distancing requirements. We are grateful to our speaker, Jane Peebles, for her flexibility in moving to the online format. ...
05 May
11:30 am - 1:30 pm
No event found!
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