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About the Advisors in Philanthropy Foundation, Inc.
 

The mission of the AiP Foundation is to increase the number of professional philanthropic advisors and 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 becoming professional philanthropic advisors.

·  We create presentations to attract qualified individuals into the profession

·  We create and review programs for use by professional philanthropic advisors

·  We create and review programs to increase public awareness that such advisors exist.


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  
305-895-1201 lwinston@winifs.com
  
Treasurer:
Robert Thompson, JD, CAP®, CSSC 
Sage Financial Design, Inc.
548 Hopmeadow Street, Simsbury, CT  06070
860-658-0443 rstsage99@hotmail.com
 
At Large:
 
Gerald Horwitz, CAP®
KeCo Advisors, Inc.
16135 Emerald Estates Drive, Suite 166, Weston, Fl 33331
224-456-3500   Jerryhorwitz@me.com
 
Alan Pratt, CAP®
Pratt Legacy Advisors 
400 108th Ave NE Ste 610
Bellevue WA 98004 
425-455-0999    alan@prattla.com
 
John Sullivan, CLU, ChFC
Heritage Wealth Counselors, LLC 
Ste 500 429 Rockaway Valley Rd, Boonton Twp, NJ  07005
973-402-2000 Jack@heritagewealth.com
 
Laura Sunduist, CAP®, CPA, CFP
Sage Financial Design, Inc.
548 Hopmeadow Street, Simsbury, CT  06070
860-658-0443   Laura@sagefinancialdesign.com 


Administrator:
 
Jaclyn Farnham, CAP®
AiP Foundation, Inc.
95 West Street, Rocky Hill, CT  06067
860-721-7400  aipfoundation@snet.net
 
 
 

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 | admin@advisorsinphilanthropy.org
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