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About the Advisors in Philanthropy Foundation, Inc.

The mission of the AiP Foundation is to encourage and support the professional education of advisors in philanthropy and to increase the public’s awareness that such advisors exist.

Our vision is one where communities across America are strengthened by increased charitable giving and responsible stewardship of charitable funds.  

What we do:  We provide assistance in the form of scholarships to individuals who are interested in the field of philanthropy and dedicated to improving their community.  Through communication and public relations, we broaden the public’s understanding and acceptance of the designation of Chartered Advisor in Philanthropy (CAP) or any other professional designation dedicated to philanthropic advice.    

Why the CAP designation?   There are many excellent resources for philanthropic education.  We have determined, however, that the coursework in the American College of Financial Services’ Chartered Advisor in Philanthropy program is most worthy of our support. The CAP program is unique in that it combines financial, tax, and legal coursework along with instruction on how to collaborate with non-profit executives and other professional advisors.  CAP trained professionals are uniquely skilled to help clients through the very important processes of estate, financial, or business transition planning.


AiPF Board of Directors
Chairman of the Board:
Lesley Winston, CAP, CPCU, AAI
Insurance & Financial Services, Inc.
11975 W Dixie Highway, North Miami, FL 33161  
Robert Thompson, JD, CAP, CSSC 
Sage Financial Design, Inc.
548 Hopmeadow Street, Simsbury, CT  06070
At Large:
Gerald Horwitz, CAP
KeCo Advisors, Inc.
16135 Emerald Estates Drive, Suite 166, Weston, Fl 33331
Alan Pratt, CAP
Pratt Legacy Advisors 
400 108th Ave NE Ste 610
Bellevue WA 98004 
John Sullivan, CLU, ChFC
Heritage Wealth Counselors, LLC 
Ste 500 429 Rockaway Valley Rd, Boonton Twp, NJ  07005
Laura Sunduist, CAP, CPA, CFP
Sage Financial Design, Inc.
548 Hopmeadow Street, Simsbury, CT  06070

Jaclyn Farnham, CAP
AiP Foundation, Inc.
95 West Street, Rocky Hill, CT  06067

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
© 2017 Advisors in Philanthropy | All Rights Reserved