Why We Serve
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
Why Join OC AiP?
· 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.
Create a Lasting Impact
Inspiring Change Through Coordinated Educational Events
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!