News

Do you believe in the power of philanthropy to change lives for the better? Do you celebrate the generosity of so many in our community who make life better for others? Do you do what you can to help promote, support, and contribute to the efforts of...

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...

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...

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...

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...

New Meeting Venue Pending For Future OC AiP Activities With the permanent closure of Center Club Orange County, we are currently seeking a new venue in which to host our ongoing programs and activities.

As we approach the end of 2021, the OC AiP Board of Directors is appreciative of all those who volunteer with passion, support the meaningful missions of nonprofit organizations and advocate thoughtful charitable giving with their clients. Thank you for being a champion for good!

Although the number of Americans giving to charity is on the decline, a smaller and more affluent circle of supporters have been stepping up to make a difference.

With the number of Americans giving to charity on the decline, many nonprofits including healthcare organizations rely on a smaller and more affluent circle of supporters to meet their fundraising goals.

With the number of Americans giving to charity on the decline, many nonprofits including healthcare organizations rely on a smaller and more affluent circle of supporters to meet their fundraising goals.

On July 27, 2021, Orange County Advisors in Philanthropy held its first in-person event in more than a year. An online audience also joined the program, which focused on how a trusted wealth advisor can retain multiple generations of a client family by supporting and encouraging their philanthropy.

An important goal of a successful multi-generational wealth advisor is to position philanthropic clients for the transfer of their wealth and legacy to the next generation.

Doug will share his experience and insights, serving on multiple local and international foundation boards, including his own family’s. Our interactive conversation welcomes your questions.

Doug will share his experience and insights, serving on multiple local and international foundation boards, including his own family’s. Our interactive conversation welcomes your questions.

Doug will share his experience and insights, serving on multiple local and international foundation boards, including his own family’s. Our interactive conversation welcomes your questions.

Doug will share his experience and insights, serving on multiple local and international foundation boards, including his own family’s. Our interactive conversation welcomes your questions.

“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. And that’s exactly what we did in...

Navigating to a transition is a significant challenge to a foundation. Learn how to phase out a legacy program with Bainum Family as they share their experiences and learnings in the hopes to help foundations who are facing similar changes. This article is hosted on another website. Use the...

Learn how donors and funders can make a huge impact on big social issues by using an approach that creates transformative change. Find out how this philanthropy model has inspired some of the world’s leading philanthropists and why it gains ground in the leading trusts and foundations. This article...

To help you cope as the COVID-19 crisis rise, here are a few collections of resources to help you stay focused and expeditiously plan on the most pressing priorities. This article is hosted on another website. Use the button below to visit the external site and read this content....

What does a placed-based approach mean and what can you learn from it? Find out how coordination from different organizations and sectors can help achieve the needs of the local people on prioritized social issues. This article is hosted on another website. Use the button below to visit the...

Building for the future can happen at unexpected moments. Find out how your organization can take advantage of the short and long term planning that sometimes occurs simultaneously. This article is hosted on another website. Use the button below to visit the external site and read this content. Read...

Philanthropy as a Strategic Business Advantage - Maximizing Opportunities for All through Business Exit Planning