News

News & Updates

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...

Awareness: Links and Tools

Establishing the need for conversations about family wealth and the importance of philanthropy in successful wealth transfer.

  1. The Right Side of the Table: Where You Sit in the Minds of the Affluent? Scott Fithian and Todd Fithian, Denver: FPA Press, 2007
  2. Bolder Giving (http://www.boldergiving.org/): A website with many inspiring...

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

  1. Biebl‐Ranweiler Portfolio Series: PPC’s Guide to Charitable Strategies, Ronnie C. McClure and Sheilka A. Owen
  2. The Art of Trusteeship: The Nonprofit Board Member’s Guide to Effective Governance by Candace Widmer and Susan Houchin
  3. Managing Foundations and Charitable Trusts: Essential Knowledge, Tools, and Techniques for Donors and Advisors, Roger...

Action: Further Resources

  1. OneOC (http://www.oneoc.org/) ‐ the volunteer hub of Orange County
  2. Orange County Community Foundation (http://www.oc‐cf.org/) ‐ easy vehicle for establishing a donor advised fund. OCCF provides some useful program services, as well as opportunities to support select initiatives, such as helping veterans in OC. Inspired Philanthropy: Your Step‐by‐Step Guide...