Advisors in Philanthropy

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We are a network of professional advisors who are devoted to mastering and promoting the principles and practices of client-centered planning. Learn more!

ABOUT

AiP President’s Message
2009 will be a good year for AiP!

Jerry Nuerge, President, Advisors In Philanthropy

...I am honored to step into the leadership role of AiP! There is no other organization like AiP to help Advisors lift their clients to another level of planning their family's 100-Year Legacy! The sharing and camaraderie reflects the "family style" of thinking and acting that takes place among the members... Read it here

AiP Donor Advised Fund

For information about our DAF click here.

UPCOMING EVENTS

Tuesday, July 21 - International Association of Advisors in Philanthropy presents Webinar ~ Women in Philanthropy with Tracy Gary of Inspired Legacies Learn More.

Tuesday, August 25 - International Association of Advisors in Philanthropy presents Webinar ~ Peter Karoff of The Philanthropic Initiative Learn More.

Search for all upcoming and past event details in our Event Calendar

MEMBERSHIP

Member Spotlight

One of the highest honors in the financial services industry, as well as the AiP’s top honor, has been bestowed to legacy planner, trainer, and educator Barb Culver CFP®, ChFC, CLU, AEP (bio) The Fithian Leadership award recognizes professionals with distinguished careers in service to the philanthropic community. Honorees are chosen for their efforts to uphold the standards of excellence in ethics, service and charitable planning encouraged by the Association of Advisors In Philanthropy. Details can be read here (Adobe PDF file).

EDUCATION

Conferences

The Conference on Philanthropy 2009, April 23-25, 2009 at the Sheraton Gateway Suites Chicago O'Hare was truly inspiring! Many speakers like Roy Williams, Baroness Caroline Cox and Laird Koldyke received very high eval scores! Click here for an audio order form and find out what you missed. Deadline to order audio CDs is May 30th. MP3s can be ordered year-round.

2009 Conference on Philanthropy - Photo Gallery

2008 Conference on Philanthropy - Photo Gallery