President’s Letter

March 2018

One of the rewarding aspects of being involved with OC AiP is working alongside colleagues of different areas of expertise to create a vibrant network of like-minded advisors in Orange County who support client philanthropy.

As our philanthropic landscape continues to grow and change, OC AiP is here to educate and support professional advisors who are engaging their clients in philanthropy.  Our shared strategy is simple –expand the unrealized philanthropic capacity that exists in Orange County to meet the needs in our community.  In 2017, Orange County Advisors in Philanthropy (OC AiP) focused on four areas of education:

  1. Developing strategic giving plans and mission formation: In June, James Rosebush, Deputy Assistant to President Reagan as he shared best practices and demonstrated how philanthropy was an essential building block of the way he saw America
  2. Engaging the next generation in philanthropic giving: In October, we heard from Alexis Marion on strategies of engaging and training the next Generation.
  3. Understanding more about giving vehicles: In January, Dan Whittaker, CPA, CEPA, guided members through the topic of philanthropy as it related to the sale of a closely held business.
  4. Integrating values and goals into overarching wealth management plans: In December, Maria Kutcher of US Trust and Patricia Heaton Parker of Discover Financial led a roundtable discussion on helping clients pursue their philanthropic mission.

Our theme for 2018 is “Philanthropy is Good,” and we have a lot of exciting speakers and topics that reinforce that philanthropy is good for you, for your clients, and can strengthen families.

I look forward to seeing you at our events and helping you determine areas in which you would like to become more involved with OC AiP this year.

Warm wishes,

Sara Garske
President, OC AiP