October 2015

It is a pleasure to serve alongside you as we work toward our shared vision … a vibrant network of 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.  Last year, Orange County Advisors in Philanthropy (OC AiP) focused on four areas of education:

1.  Developing strategic giving plans and mission formation.
2.  Engaging the next generation in philanthropic giving
3.  Understanding more about giving vehicles
4.  Integrating values and goals into overarching wealth management plans

This year, we will focus on examples of community leadership and philanthropic involvement that lead to change.  Please join us on October 12, 2015 for our fall Speakers Series, Young Minds in the Balance, and discover how public education is changing in Orange County.

I also encourage you to visit our homepage and learn how you can get more involved in OC AiP this year.  Become a part of our growing community of like-minded advisors who take to heart the importance of philanthropy for our clients and out community.

All the best on your work,

Jeff Swanson President