Where expertise meets compassion. Where strategy drives impact.
Building a community of trusted advisors dedicated to philanthropic excellence.
2050 Main Street, Suite 700 Irvine, CA 92614
Executive Director and Senior Tax Efficiency Planning Specialist, UBS Financial Services, Inc.
Executive Director, Senior Philanthropic Advisor, Morgan Stanley
Senior Director of Philanthropic Strategy, Orange County Community Foundation
Principal, CLA (CliftonLarsonAllen LLP)
Where expertise meets compassion. Where strategy drives impact.
Building a community of trusted advisors dedicated to philanthropic excellence.
AiP is a community of advisors and experts dedicated to strengthening one another and the communities we serve
AiP connects members to tools and resources to help them be more successful in their work
AiP is united through mutual trust among our members and the clients we serve
AiP represents a wealth of knowledge and skills locally and nationally
AiP promotes networking, sharing, camaraderie, and professional connection opportunities among our members
AiP demonstrates the power of philanthropy and giving back through all we do
· To inspire and educate advisors, helping them make philanthropic planning with their clients/donors an integral part of their practice
· To create a unique network of support through collegial relationships among a diverse spectrum of professionals
· To promote the highest ethical standards in philanthropic planning
Advisors in Philanthropy is a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values. Furthermore, AiP believes that philanthropic capacity is built through collaborative programs and projects which unite financial advisors, lawyers, accountants, bankers, trust officers, philanthropic advisors, charitable organizations, foundations, donors, and wealth planners in a common goal.
Business leaders with diverse backgrounds, brought together to provide guidance and leadership to the philanthropic community in Orange County.
Do you believe in the power of philanthropy to change lives for the better? Do you celebrate the generosity of so many...
Officer Elections: Proposed Slate Members of Orange County Advisors in Philanthropy will be contacted this month to vote on a slate ofofficers for the...
Advancing the Mission and Reach of OC AiP When you visit the Orange County Advisors in Philanthropy website, you will see that we have...
The International Association of Advisors in Philanthropy is a non-profit organization that builds philanthropic capacity through programs and projects which unite financial advisors, charitable organizations, donors, and wealth planners in a common goal.
Los Angeles Advisors in Philanthropy (LA‐AiP) seeks to increase the scale and quality of philanthropy in Los Angeles.
Our Vision Statement: “To be the voice and the resource for financial planning in Orange County”
Our Mission: To provide education and the mutual exchange of ideas, knowledge, and skills in the field of estate planning, thereby improving the quality of estate planning services offered to the public.
The Los Angeles Council of Charitable Gift Planners (formerly known as the Partnership for Philanthropic Planning of Greater Los Angeles, as well as the Planned Giving Roundtable of Southern California) is a community helping to increase philanthropy through charitable gift planning.
Join us for our periodic events and workshops led by some of the most experienced and forward-thinking minds in philanthropy.
Learn what works and what doesn’t when it comes to the challenges faces philanthropic organizations today.
Please feel free to contact us with any questions or feedback you have related OC AiP activities and events!