Officer Elections: Proposed Slate Members of Orange County Advisors in Philanthropy will be contacted this month to vote on a slate ofofficers for the organization. The board met on June 22 and approved the proposed slate

Advancing the Mission and Reach of OC AiP When you visit the Orange County Advisors in Philanthropy website, you will see that we have added some new members to the Board of Directors. These engaged philanthropically inclined leaders include Bart Zandenbergen of The Zandenbergen Group, Dawn Reese of The Wooden Floor, Jeri Marcia of Davis Farr, Mary Dee Foft of Mary Dee Foft & Associates, and Traci Shirachi of The Mark. If you would like to get involved with the leadership of OC AiP, email info@ocaip.org.

Advancing the Mission and Reach of OC AiP The board of directors for Orange County Advisors in Philanthropy (OC AiP) met on April 19 to review and adopt a strategic initiative to increase our educational and networking programs offered throughout the year. Ad hoc committee leaders Richard Ward (Stifel) and John Guastaferro (Anaheim Community Foundation) shared an update on the 2022 survey responses and brainstorming session notes.

You are a trusted advisor to your clients, which means you have the ability to discuss more than just routine business. You can explore their life priorities and help them focus on details that really matter when it comes to family, business, money and a lasting legacy.

Complete Survey to Help Us Grow Orange County Advisors in Philanthropy Your membership and involvement keeps OC AiP strong. It is crucial for us to take strategic action to: (1) Grow our membership by adding more professional advisors; (2) Expand our program features and benefits to attract new members and retain their involvement as members over time; and (3) Align our actions with AiP’s mission and vision.

Out to Grown Orange County Advisors in Philanthropy While we have a long, rich history, OC AiP is ready to revitalize and grow again. It is time for those who understand and value philanthropy to come together to re-envision all that OC AiP can be and do to bring together like minded colleagues to realize this new vision.