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10/27/2014 » 10/30/2014
National Online CAP Study Group | Orientation Webinar

10/28/2014
Closing the Philanthropic Divide: What Individuals and Families Want from their Advisors

11/18/2014
Webinar: Behavioral Impact

Past Conferences
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A letter from Gary Lydic, a first time conference attendee:

"As a first timer at an AIP Conference, I was not sure what to expect. But, it didn’t take long to experience the wonderful quality of people. When Rob Vatter and Alan Pratt greeted me and made me feel I was part of the family. That was continued throughout the conference by the attendees as well. I was so impressed by each and every speaker who shared their hearts desire to truly care for the Donor/Client and their families. The message came through loud and clear relationship, relationship, relationship, not only with Donor/Client but with each and every family member. I was thankful for the AIP Conference and the integrity I sensed and saw throughout the journey in Chicago."

A letter from Charles M. Joseph, a first time conference attendee:

"I just want to let you know that I was a first timer to the 2011 AIP Conference and had a wonderful experience. My wife will attest to that. I wasn’t quite prepared for the warmth, friendliness, and acceptance of everyone there. Also, It was a more spiritual meeting than others I’ve attended throughout my career as a financial advisor. Becoming a CAP® a few months earlier made it even more special. I learned so much from the speakers, and liked the fact that they were approachable and didn’t just fly in and fly out for their presentation.
I’m looking forward to being there again this coming April. I’ve kept in contact with some of the people I met there, and it’ll be nice to see them again. Keep up the good work, AIP is a great organization to be associated with. Take care, and I’ll see you next year."


Articles and Blogs About the Conference:

Wall Street Journal article 6.20.11 -How to Raise a Philanthropist - Tips on how to teach your children to do good. One of the quotes comes from Julie Lytle who spoke at the Conference on Philanthropy 2011, and is a member of AiP.


Kathleen McBride, Editor-in-Chief, Wealth Channel, AdvisorOne, attended the Conference on Philanthropy , April 28th and 29th. She wrote a series of articles:

Randy Fox, Conference Speaker and Sponsor from InKnowVision, wrote a blog piece upon returning from the Conference -Finding a Niche in Philanthropic Planning A Huge Differentiator For Advisors.

Read another great blog article on one attendees Conference experience. Dan Shasserre, Nine Network of Public Media, attended with a group of a dozen or so from St. Louis, invited by AiP Board member, Chris Jacob, Cadeau.

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