All OC AiP members are welcome
Charitable Giving Strategies for Year-End Tax Planning
November 2023
Matt Todsen, CPWA® RMA®
President/CEO of MKT Wealth Management
David B. Moore
Assistant Vice President, Legacy Planning, at Chapman University
Timothy Kay, Esq.
Partner at Snell & Wilmer
Bradford Hall, CPA
Tax Partner at Macias Gini O'Connell LLP
All OC AiP members are welcome
Social Networking Reception
November 9, 2023
Crystal Cove Conservancy
#35, Crystal Cove, Newport Coast, CA 92657
All OC AiP members are welcome
VOLUNTEER EVENT
November 2nd, 2023
Bracken’s Kitchen
13941 Nautilus Dr, Garden Grove, CA 92843
All OC AiP members are welcome
Top Nonprofit Trends that Every Professional Advisor Should Know
August 2023
Nithin Jilla
Executive Director of Dreams for Schools
Chelsea Bowers
Community Engagement Director at Giving Children Hope
Jacob Mize
Development Director at Mercy House
Upcoming Events
OUR VALUES
Why We Serve
Community
AiP is a community of advisors and experts dedicated to strengthening one another and the communities we serve
Guidance
AiP connects members to tools and resources to help them be more successful in their work
Trust
AiP is united through mutual trust among our members and the clients we serve
Expertise
AiP represents a wealth of knowledge and skills locally and nationally
Connection
AiP promotes networking, sharing, camaraderie, and professional connection opportunities among our members
Philanthropy
AiP demonstrates the power of philanthropy and giving back through all we do
MEMBERSHIP BENEFITS
Why Join OC AiP?
Build a trusted and diverse network of professionals
Differentiate yourself from other advisors
Attract a new generation of clients
Supercharge the expertise you bring to your clients through valuable tools and learning
Be part of something bigger through collective philanthropy in Orange County
Mission
· 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
Vision
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.
Meet Our Officers
Business leaders with diverse backgrounds, brought together to provide guidance and leadership to the philanthropic community in Orange County.
Past Events
Top Nonprofit Trends that Every Professional Advisor Should Know – August 24, 2023
Moving Donors Toward More Intentional Giving – Lunch and Learn
The Impact of Evolving Philanthropy to Advisors
Empowering Individuals
Create a Lasting Impact
News & Updates
August 2022 Newsletter
Do you believe in the power of philanthropy to change lives for the better? Do you celebrate the generosity of so many...
OC AiP July 2022 Newsletter
Officer Elections: Proposed Slate Members of Orange County Advisors in Philanthropy will be contacted this month to vote on a slate ofofficers for the...
OC AiP June 2022 Newsletter
Advancing the Mission and Reach of OC AiP When you visit the Orange County Advisors in Philanthropy website, you will see that we have...
Partners
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.
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.
Contact Us
Please feel free to contact us with any questions or feedback you have related OC AiP activities and events!
