AiP members and website visitors can show their appreciation to our valued sponsors by visiting their websites and patronizing their products and services. At the Conference on Philanthropy you will meet AiP sponsors and learn more about the resources they have available.
Interested in becoming a Sponsor? Apply now in time to participate in the April 19-20, 2012 conference.
Founded in 1998, Community Capital invests in government-related subsectors of the bond market traditionally excluded from the major bond indices. The firm's primary goal is to produce above-average, risk-adjusted returns while providing added diversification and simultaneously having a positive impact on the community and the environment.
Established in 1970, Horwitz & Associates possesses a conservative investment philosophy and a high sense of integrity which provides time-tested advice and strategy. H&A follows on simple, guiding principle in helping their clients create a plan for financial security and success by properly investing according to each individual's needs and desires.
Founded in 2002, the mission of the Foundation is to support philanthropic education by providing scholarships to AiP members pursuing the Chartered Advisor in Philanthropy® (CAP®) designation offered by The American College or other educational programs in philanthropic planning. Scholarships are awarded to encourage more trained and certified advisors in philanthropy
Established in 1993, American Endowment Foundation is a leading, national, independent sponsor of Donor Advised Funds. AEF distinguishes itself by being a wholly independent public charity- not the charitable arm of a for-profit company. AEF’s independence is well suited for flexibility in special asset consideration, investments, grantmaking while combining administrative expertise geared to personalized charitable management. The family’s trusted financial advisor can manage the investments in the DAF as a segregated and separately managed portfolio on any platform. Being independent means we are free to focus our energies on you and your client’s unique needs, year after year, generation to generation.
Over 15 years ago, Todd & Scott Fithian were requested by Advisors to share the secret of what made them so successful in their wealth management practice. Their unique approach of discovery revolutionized the industry by focusing on the principal of "WHY” a client wants to grow, protect or transfer their wealth as opposed to "HOW”. Thus, the Legacy Companies were born from an appetite of Financial Professionals to implement a system and process to consistently bring value to their clients’ lives. Today with the feedback from some of the most successful Advisors in North America, The Legacy Companies has refined their process to attract, engage, and retain affluent clients.
Trusts & Estates is the preeminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and nonprofit corporations. Community members include estate planning attorneys, corporate and individual trustees, bank trust officers, financial planners and investment professionals, CPAs, charitable giving experts, family office executives, insurance professionals and valuation experts.