Orange County Advisors In Philanthropy   

AiP is a network of diverse professional advisors who are devoted to mastering and promoting the principles and practices of client-centered planning.

Our Vision
AiP aspires to be the number one association for advisors in philanthropic planning.

The International Association of Advisors in Philanthropy, Inc. 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.

Our Mission

• To inspire and educate advisors, helping them make philanthropic planning with their clients 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

 AiP Member Profile

The typical AiP member is an entrepreneur-minded professional advisor with a deep passion and commitment to collaborate with like-minded professionals from all over the world. They have been in business for at least 15 years, and have a strong desire to build and/or improve upon the deliverables they are currently offering clients, particularly in the area of Philanthropic Planning. The AiP member is charitable themselves, active in non-profit organizations in their own community, and is very generous with their time, talents, and treasures. They have already received years of specialized training in tax, legal, financial, fiduciary, or non-profit leadership and is eager to expand their influence outside of their designated "specialty” by building collaborative relationships with experts in related fields throughout North America. The AiP member is a Life Long Learner, always seeking additional wisdom and knowledge to bring increased value to their client relationships. They are constantly searching for opportunities to expand their expertise as a Philanthropic Advisor, yet give back at the same time by offering their technical knowledge and client relationship skills back to the membership through webinars and other training programs. The AiP member is known for their integrity & professionalism, and is in complete compliance with the Code of Ethics required of them in their specific industry.
Our Name

Our name reflects our global vision of serving professional advisors. Inspiring them, educating them, and helping them to integrate philanthropy into their practices. They in turn inspire and empower their clients to use their resources to transform communities around the world.

What makes Advisors in Philanthropy different from other not-for-profit associations?

AiP is not affiliated with any for-profit company nor is AiP part of a charitable agency or foundation. Independence is AiP's strongest asset. It allows AiP to work and act independently for the good of the members who are, on the most part, independent in their own right. AiP is made up of client focused philanthropic professionals who wish to give independent unbiased advice to donors and clients that will enable them to connect their money to their meaning and transform their own communities through inspired giving.

Our Promise 

AiP is passionate about the life-changing power of philanthropy and its vital role in our world today. Transforming communities through inspired giving, defines our purpose.  

Our Declaration of Interdependence

On July 4, 1776, the founders of our great nation signed a document that changed our world forever. On this July 4th, 2005, we, charter members of the International Association of Advisors in Philanthropy, sign a document in hopes that our commitment will also affect such dramatic, positive change in our world ~ Our Declaration of Interdependence.

                                                   In Consensus, July 4, 2005,
                                                       The Declaration of the

                                   International Association of Advisors in Philanthropy

In recognition of a global perspective, we acknowledge every human's uniqueness as being a form of wealth and that our survival, growth and long term achievement hinges on interdependence. As each of us contributes energy, effort and riches, the prosperity of all is compounded. Even the least among us can participate in what our predecessors called a "social contract”. Weaving together the unique contributions of diverse societies, we will create a world fabric that emulates the best of what it means to be human.

We promote & encourage:

• an environment that honors the aspirations of all human beings

• the responsible and compassionate use of wealth through philanthropic giving

• ethical and professional conduct through collaboration, teamwork & consensus

• advisors educating & motivating donors to achieve clarity of their philanthropic vision

• answering the questions "How much is enough?” and "Wealth for what purpose?”

• donors & advisors to leave the world better than they found it

Using these guiding principles, we envision a world in which (millions of) families connect their wealth to their meaning and transform communities through inspired giving.

Signed this 4th day of July 2005 by Charter Members