Past Events

//Past Events
Past Events 2018-03-02T00:51:40+00:00

Philanthropy is Good for Your Practice

Date: 02/05/2018

Location: Center Club Orange County

Imagine a career where you work with the most transformational philanthropic leaders in the world. They are bold. They are revolutionary. They are mavericks.

12/7/2017 - Helping Your Clients Create/Measure Philanthropic Impact

Date: 12/07/2017

Location: U.S. Trust

This roundtable discussion will cover a four-step approach in helping your clients pursue their philanthropic vision. 

10/30/2017 - Speaker Series - October 2017

Date: 10/30/2017

Location: Center Club Orange County

A meaningful way to establish and carry forward the family’s mission, vision and values can be through philanthropy...

9/18/2017 - Speaker Series - September 2017

Date: 09/18/2017

Location: Center Club Orange County

Orange County Community Foundation president Shelley Hoss on the greatest challenges facing our community, promising solutions, and emerging trends in local philanthropy

6/20/2017 - Speaker Series: Ronald Reagan and Philanthropy

Date: 06/20/2017

Location: Avenue of the Arts Hotel

Come hear White House official James Rosebush describe how, for the 40th President, philanthropy was an essential building block of the way he saw America—as “A shining City on a Hill”

January 2017 Lunch and Learn

Date: 01/26/2017

Location: Center Club Orange County

Dan Whittaker, CPA, CEPA, will guide you through the topic of philanthropy as it related to the sale of a closely held business.

12/14/2016 – Speaker Series – The Evolution of ESG and Impact Investing

Date: 12/14/2016

Location: Center Club Orange County

Join Orange County Advisors in Philanthropy (OC AiP) for a lunchtime Speakers Series program on Wednesday, December 14, as Louis P. Abel, Chief Investment Officer at First Foundation Advisors, provides a meaningful update on this important trend that has gone from niche to mainstream

Nov 2016 Lunch and Learn - Keeping Private Foundations Out of Tax Trouble

Date: 11/16/2016

Location: Center Club Orange County

Orange County Advisors in Philanthropy (OC AiP) invites members to our November 16 Lunch and Learn discussion “Keeping Private Foundations Out of Tax Trouble”.

Sept. 9th - 2016 OC AiP Board and Membership Forum

Date: 09/09/2016

Location: Orange County United Way Offices

All current members are invited to attend.  Please come and provide your advice, feedback, and more importantly get involved to grow our AiP chapter.  We will be forming our 2017 committees (Membership, Education, Communication, Events, and Sponsorships) and planning our 2017 OC AiP program schedule.  A national AiP update will also be provided, including the latest [...]

July 27th - Lunch and Learn - Charitable Giving Options to Remember

Date: 07/27/2016

Location: Center Club Orange County

Orange County Advisors in Philanthropy (OCAiP) invites members to our July 27th Lunch and Learn discussion “Charitable Giving Options to Remember”

June 14, 2016 - Empowering the Next Generation by Investing in Financial Literacy

Date: 06/14/2016

Location: Center Club Orange County

Join us for a lunchtime program at the Center Club to hear from experts on the progress being made in Orange County to help reduce the percentage of financially unstable families by 25% by 2024.

May 25, 2016 - OC AiP Member Mixer

Date: 05/25/2016

Location: Heritage Museum of Orange County

An important aspect of being a member of Orange County Advisors in Philanthropy (OC AiP) is having a trusted network of professionals who you can rely upon when needed.

03/21/2016 - Speaker Series - The Art & Science of Successful Giving

Date: 03/21/2016

Location: Center Club Orange County

The philanthropic landscape is ever-changing and individuals continue to struggle with how to maximize the impact of their giving. Join us to learn more!

02/24/2016 - Lunch and Learn - Evaluating a Non-Profit

Date: 02/24/2016

Location: Center Club Orange County

Members are encouraged to bring a guest

12/10/2015 - OCAIP Lunch and Learn

Date: 12/10/2015

Location: Center Club Orange County

Orange County Advisors in Philanthropy (OCAiP) invites members to our December 10 Lunch and Learn discussion on enhancing client and personal year-end giving.

11/30/2015 - El Sol Science and Arts Academy Tour

Date: 11/30/2015

Location: El Sol Science and Arts Academy

Tour the 2014 California Charter School Association Charter School of the Year

Guided Tour of High School Inc.

Date: 11/10/2015

Location: Santa Ana Valley High School

Join us for a guided tour of High School Inc, an innovative school that is sponsored by the Santa Ana Business Alliance to prepare students for careers in key areas such as culinary arts, health care, technology, engineering and more. Valley High School 1801 S Greenville St, Santa Ana, CA 92704 November 10th, 10 – [...]

Tales From The Trenches: How Planned Giving Experts Consistently Translate Client Wishes Into Charitable Gift Realities

Date: 06/09/2015

Location: Center Club Orange County

Your client has a goal, a dream or maybe is just feeling they wish they could do more for a ministry or organization. Great… now what? How do you go from an idea in your client’s mind to a completed planned gift using the very concrete tools and strategies created by Congress? Come join Orange County Advisors in Philanthropy on June 9th at the Center Club in Costa Mesa as we hear two planned giving experts share their client-tested strategies for translating client wishes into charitable gift realities.

Speaker Series - February 2015

Date: 02/10/2015

Location: Center Club Orange County

Speaker Series Event: Laura Ferretti, Dr. Kathy Abels, Douglas Freeman, Lisa Fujimoto Changing Lives – Advisors That Champion Education

The Heritage Institute's 11th Annual Meeting Week

Date: 01/26/2015 - 01/30/2015

Location: Wyndham Ave of the Arts

OC AiP seeks to provide members information about education/training opportunities that are in alignment with the mission of OC AiP. The Heritage Institute’s 11th Annual Meeting Week will be at the Wyndham Hotel – Avenue of the Arts, Orange County on January 26 – 30, 2015. The Heritage Institute provides training, coaching and mentoring to [...]

December 2014 Leading Advisor's Roundtable Series

Date: 12/09/2014

Location: Orange County Community Foundation

Discussion Leader: Todd Hanson, VP of Donor and Community Engagement, Orange County Community Foundation The Orange County Community Foundation is a trusted partner in giving, working to create a healthy community through engaged philanthropy, community knowledge and leadership.  A giving plan can help you personalize your giving, tailoring your giving plan to your style and personality. By [...]

The Great Wealth Transfer

Date: 11/02/2014 - 11/04/2014

Location: Pepperdine University

The next evolution of wealth management is underway as a result of The Great Wealth Transfer -- $1 trillion transfers each year, for the next 50 years, from one generation to the next.

Leading Advisor's Roundtable Series Hosted by OCCF

Date: 09/30/2014

Location: Brown & Streza

September 2014 Leading Advisor’s Roundtable Series Topic: How Do You Change the Conversation From Money to Meaning? Discussion Leader: David Brown, Partner, Brown & Streza Every trusted advisor wants to better understand what is significant and meaningful to their clients. Often the advisor can play a key role in assisting a client to uncover these truths in [...]

July 2014 Leading Advisors Roundtable Event

Date: 07/03/2014


Summary of July 2014 Leading Advisors Roundtable Event – Topic: The Optivest Model – Activating Giving Within a For-Profit Wealth Management Firm July's Leading Advisors Roundtable featured Mark Van Mourick, President and CEO of Optivest, Inc. In addition to his business achievements (see below), he is the founder and president of the Optivest Foundation which has donated millions of [...]

Speaker Series - June 2014

Date: 06/01/2014


Summary of June 2014 Speaker Series Event – Topic: Donors Are Collaborating for Social Change – What Advisors Should Know Over the last few years the collective impact movement nationwide has grown significantly based on the idea that large-scale social change requires broad cross-sector coordination. In Cincinnati and a large number of other municipalities collaboration is [...]

Roundtable - February 2014

Date: 02/01/2014


Highlights from the February 25, 2014 Leading Advisor’s Roundtable Series hosted by Bob Greenberg, CFP and Mark Rylance, CFP from RS Crum, Inc. on the topic of "Getting It Done - Helping Clients Take Action on Their Giving" Every advisor has times when clients just won’t execute on their plan whether charitable or otherwise, so [...]

Roundtable - December 2013

Date: 12/01/2013


Summary of December 10, 2013 Round Table featuring a discussion with Shelly Hoss, President, OC Community Foundation (OCCF On December 10, OCCF hosted the OC AiP Roundtable discussion.  Shelley Hoss, President of OCCF, and Jeff Swanson, Vice President of Philanthropic Services at OCCF and Chair of Membership for OC AiP, kindly agreed to lead the [...]

Speaker Series - June 2013

Date: 06/01/2013


Topic: When clients leave too much money to their children it can derail their future. Yet it happens all the time. How can wealth advisors draw attention to the pitfalls and actually strengthen the client relationship? Speaker: Richard Watts, Founder and President of Family Business Office ® How do we decide what to leave our kids from our [...]

Roundtable - March 2013

Date: 03/01/2013


Topic: Building Integrated Wealth Management Teams Discussion Leader: Adam C. Broughton, CFP®, Sackett Financial Group Adam helped design a new format for group learning and the result was outstanding. A real-life case was summarized by the host – anonymized, of course – and participants had a chance to discuss approaches and solutions to the situation presented. The [...]

Speaker Series - February 2013

Date: 02/11/2013


Summary of Speaker Series Event, February 11, 2013 - Changing Lives – Advisors That Champion Education Education is an area of great interest to many donors because it is one of the most effective and tangible ways to break the cycle of poverty. Investing in education for underserved youth creates opportunities and can change the direction [...]

Welcome to OC AiP

Date: 02/04/2000

Location: Center Club Orange County

Orange County Advisors in Philanthropy of Orange County (OC AiP) is a network of diverse professional advisors who are devoted to mastering and promoting the principles and practices of client-centered planning.