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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?

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


· 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.

Meet Our Officers

Business leaders with diverse backgrounds, brought together to provide guidance and leadership to the philanthropic community in Orange County.

Past Events

June 2024
April 2024
November 2023
August 2023
July 2023
May 2023
April 2023
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Empowering Individuals

Create a Lasting Impact

Become a member today to gain access to a network of resources and tools that can help you and your clients maximize the results from charitable giving.

News & Updates


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!