What a great cohort for the Effective Philanthropy workshop hosted earlier this week! Thank you at all our participants! This was the 14th workshop collaboration between AiP (International Association of Advisors in Philanthropy) and Stanford Center on Philanthropy and Civil Society (Stanford PACS) Effective Philanthropy Learning Initiative. And a very special thanks to our presenters! Bleu Blakslee Marty Dutch, CAP? Andi Kang, CFP ?, CAP?, BFA? Vera Michalchik Ruth Selby Jay Weisman Next workshop in June 3-4, 2025!
AiP (International Association of Advisors in Philanthropy)
金融服务
Westlake，Ohio 624 位关注者
Changing the world by inspiring and equipping professional advisors to impact philanthropy one gift at a time.
关于我们
The International Association of Advisors in Philanthropy, nicknamed "AiP” believes in the transformation of philanthropy through collaboration. It is our belief 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. The AiP mission is: - 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 an intentionally diverse spectrum of professionals attracted to membership in our organization - To promote the highest ethical standards in philanthropic planning
- 网站
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https://www.advisorsinphilanthropy.org/
AiP (International Association of Advisors in Philanthropy)的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Westlake，Ohio
- 类型
- 非营利机构
地点
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主要
获取路线
2001 Crocker Rd
Suite 510
US，Ohio，Westlake，44145
动态
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Excited for the Effective Philanthropy for Advisors Workshop with AiP (International Association of Advisors in Philanthropy) and Stanford Center on Philanthropy and Civil Society (Stanford PACS) this week! https://lnkd.in/e8_VUhim
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The AiP Bay Area chapter is hosting an event on March 4 - additional information and registration available here!
GiveTeam Founder, Strategic Philanthropy Professional, Entrepreneur, Innovator, Problem Solver
To all my Bay Area colleagues, our local AiP (International Association of Advisors in Philanthropy) chapter is hosting our first event of the year on Tuesday, March 4 from 9-10:30am in San Francisco on the topic of Impact Investing. If you have clients interested in this topic or are personally interested in learning more, we'd love to have you. Register here: https://lnkd.in/gkq9dT-6 Event description: About the event...? Please join AiP for an engaging discussion on Investing with Impact, featuring special guests Allie (Rayfield) McFadden?(Edward Jones, Senior Project Leader),?Greg Levin?(New Leaf Climate, Investor Engagement) and?Deb Parsons?(Impact Assets, Managing Director). Impact investing means different things to different people. In this conversation, we will explore the various approaches to aligning investments with values, the opportunities available to individual investors, and how intentional investment strategies can drive meaningful change. Whether you’re advising clients, managing philanthropic assets, or looking to deepen your understanding of impact investing, this session will provide valuable insights into the evolving landscape of purpose-driven investments.
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AiP monthly webinar on February 18 will feature Rod Zeeb discussing "Elevating Beneficiary Well-Being: A Shift from Distribution to Empowerment-Centered Planning." Register - https://lnkd.in/ePACPMKC #philanthropicplanning #advisor #financialadvisor #financialplanner #attorney #accountant #estateplanning #estateplanner #planning #philanthropy
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On March 18 the AiP monthly webinar will feature David Flores Wilson, CFP?, CFA discussing "Integrating Business Exit Planning and Philanthropic Planning for Greater Impact." As a large cohort of business owners look to exit their businesses in the coming years, navigating the exit process can be treacherous as historically very few businesses are successfully sold and 75% of business owners later regret selling their business (Exit Planning Institute). However, with effective exit planning, business owners can not only facilitate better personal and financial outcomes for them and their families, but exit planning can also increase the impact of their philanthropy. Learning outcomes includes: strategies and techniques to increase philanthropic impact through exit planning, and incorporating exit planning into a trusted advisor’s practice. Register now - https://lnkd.in/ewwBJAfn #advisorsinphilanthropy #philanthropicplanning #advisor #financialadvisor #financialplanner #attorney #accountant #estateplanner #estateplanning #exitplanning #philanthropy
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Join AiP on February 18 for our monthly webinar featuring Rod Zeeb discussing "Elevating Beneficiary Well-Being: A Shift from Distribution to Empowerment-Centered Planning." This session will review the 2024 Delaware Trust Act. These concepts can?be used in estate and philanthropic planning and implementation to prepare the planning?beneficiaries for the inheritances they will receive. Register - https://lnkd.in/eX9uhBvG #philanthropicplanning #advisor #financialadvisor #financialplanner #attorney #accountant #estateplanning #estateplanner #planning #philanthropy
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Join AiP today (Jan. 21) as we feature Dr. Froswa' Booker discussing "Empowering Charity: A New Narrative of Philanthropy" during AiP's monthly webinar. Register here: https://lnkd.in/e63SitAJ
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Thank you to all of our partners and exhibitors for their support!
Serving the charitable needs of donors, potential donors, nonprofits, CPAs, wealth advisors, and trusts & estates attorneys
I believe that the best compliment sponsors/partners/exhibitors can say about ANY conference they attend is that they have spoken with just about every attendee face-to-face---and even better, everyone is REALLY enjoying the conversation and creating incredible buzz and connectivity! A huge thank-you to those who supported the AiP (International Association of Advisors in Philanthropy) conference in San Jose, CA last week...we could not have done it without you: Silver Partner Carrie Hormann and the St. Jude Children's Research Hospital team Bronze Partner Mary (North) Jovanovich, CAP? Christine Lim-Beasley and the DAFgiving360 team Bronze Partner Foundation for California Community Colleges Bronze Partner Bruce Geiss and REALTY GIFT FUND Bronze Partner Ren (Kelly Palmer, MBA, CAP? and her team) And the following Exhibitors: Jennifer Lehman and The American College of Financial Services Emily King, MPA and the Doctors Without Borders/Médecins Sans Frontières - USA team Financial Planning Association of New England Julia Ritz Toffoli and Jen Shafer of ideas42 Nicholas Palahnuk, CFP of PhilanthPro Solutions and Johnne Syverson of Charitable Giving Resource Center
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Thank you to all attendees, speakers, partners, and exhibitors for joining us in San Jose, CA on November 13-15, 2024 for the AiP Conference on Philanthropy 2024! You helped make the conference a great success! Here are a few photos and we can't wait to share additional highlights in the coming weeks! Special shout out to board president Richard Peck and conference leader Mary (North) Jovanovich, CAP?! #philanthropy #philanthropicplanning #advisor #conference
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There is still time to register for the AiP Conference on Philanthropy 2024! We would love to see you in San Jose November 13-15, 2024. Our amazing speaker lineup is included here and you can view more details and a complete schedule at the link below. https://lnkd.in/esHXfT7m #philanthropy #philanthropicadvisor #advisor #financialplanner #attorney #accountant #aip
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