News & Updates
November 2019 Speaker Series a Huge Success
Philanthropy as a Strategic Business Advantage – Maximizing Opportunities for All through Business Exit Planning Thank to you Sherri Neesham and all of our attendees for making this event a success. Please check back soon for more opportunities to connect and engage on philanthropy topics in Orange County.
Charles Antis at OC AiP
On March 27, 2019, Charles Antis shared his insight and passion to how “Philanthropy is a Strategic Advantage for your business.” Through his company, Antis Roofing, and his direct involvement in numerous charities, Charles is a model for igniting change in Orange County. His passion and thoughtfulness are contagious—and...
Philanthropy is Good for Family
OC AiP hosted wonderful luncheon and speaker panel on Oct. 29 at Center Club Orange County. Much thanks to First Foundation Inc. for sponsoring the event. The panel offered continued the AiP’s them of “Philanthropy is Good” by focusing on the importance of engaging families. The panel was facilitated by Dr. Emily...
Reflections on Philanthropy is Good Strategy…
By John Guastaferro, CFRE OC AiP featured Mark Thomas as the speaker at our lunchtime program at the Center Club on February 25, 2018. Mark shared wisdom from his 33 years of developing a client-base at KPMG and important stories of working numerous top-tier clients. The program was sponsored...
Staying True to Your Cause
By John Guastaferro, CFRE Every great brand starts with a cause—their reason for being. We all have a cause, whether we are a nonprofit, corporation, startup, established business, or financial institution. Yet, cause often gets diluted amidst numerous other priorities and day-to-day tasks. We have all had those days...
Supporting Your Favorite Organization without Writing a Check
By Richard Ward, CFP You may be a regular, committed supporter of an organization, doing your best to be generous in your gifts to help achieve the organization’s mission. But it’s not always easy – or wise – to simply write a check when your cause needs your help....
Awareness: Links and Tools
Establishing the need for conversations about family wealth and the importance of philanthropy in successful wealth transfer.
Exploring: Philanthropic, Conversation, Questions
Understanding a Family’s Background and Values Describe two or three events during your younger years that most impacted your view of life? What people helped shape your values and most influenced who you are today? Have your perceptions of your parents changed since you were a child? How? During...
Tools: Additional References
How to assess needs, opportunities, and options for use of charitable tools
Action: Further Resources
Practical steps for families to become inspired givers