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National Online CAP Study Group | Orientation Webinar

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Closing the Philanthropic Divide: What Individuals and Families Want from their Advisors

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Webinar: Behavioral Impact

Letter from the President
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July 15, 2013

Dear AiP Members:

I am honored to be writing you this message as your new AiP President. This is an exciting time for our organization. We are creating new committees, building Chapters across the country, establishing a presence in China, publishing a Philanthropy supplement to appear in Trust & Estates and Registered REP magazines and getting ready to head back to Chicago for the 2014 Conference.

This is a perfect time to join a committee. Your Board of Directors has reorganized how things get done in AiP and would like to enlist your help. Whether your interest is researching new member benefits, identifying cutting edge topics for webinars, welcoming newcomers to the organization or helping plan the annual conference, your participation is welcome and needed. Committee participation is a member benefit and is a great way to get to know other members as well as showcase your skill set. Please take a look at the committee listing and contact the AiP office if you would like to join.

Our next new Chapters are being formed in Chicago and Portland. If you live near one of these cities and are interested in helping build the Chapter, please contact Sheila Gidley at the AiP office (
sheila@advisorsinphilanthropy.org or 312.252.2501.) Building a local AiP Chapter is a great way to connect with other advisors and foundation executives to share information and ideas to help better serve your clients and donors.

Speaking of bringing AiP to new areas, our China Ambassador, Andy Toles recently returned from Beijing where AiP was one of 20 corporate sponsors of the China Offshore Summit, a 2-day
financial services conference targeting professional advisors serving wealthy Chinese engaged in offshore investments. Approximately 80 interested professionals have joined the AiP mailing list and we will connect with as many as possible through AiP's Linked In page with plans to open an AiP Beijing Chapter.

Be sure to watch for the AiP Philanthropy supplement appearing in the September 2013 issues of Registered REP and Trust & Estates Magazines. With a combined circulation of over 115,000 this supplement is a wonderful opportunity for exposure for our association. It could also be a wonderful opportunity for exposure for your business as well, advertising is available at deeply discounted rates. See our website for details.

Last but not least, watch for an email regarding an announcement of the date and location of the Conference on Philanthropy 2014. We are heading back to the Chicago area this year and plan to make the final venue selection from our short list in early August – at which point the Conference Committee will begin recruiting speaker proposals and planning the conference. Again, contact Sheila if you would like to be part of the planning process.

Looking forward to a productive and successful year.

Chris
Chris Jacob
President
International Association of Advisors in Philanthropy

 

International Association of Advisors in Philanthropy
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