AiP Orange County Chapter presents:
The Art & Science of Successful Giving
Speaker Series Center Club | 650 Town Center Drive Costa Mesa, CA 92626
Monday, March 21, 2016 | 11:30 a.m. – 1:15 p.m.  
Sponsor a Table with Premium Seating (8 seats): $400 • Members: $35 • First-Time Attendees: $35 • Regular Guests: $85
Register on or before Friday, March 11

Do you have clients who are changing the way they approach their charitable giving? 
Perhaps you have a new client who has innovative ideas for his or her philanthropy? 
The philanthropic landscape is ever-changing and individuals and families continue to struggle with how to maximize the impact of their giving.

If you plan to be in Southern California on Monday, March 21, we invite you to join the Orange County chapter of AiP for its Speakers Series as Nick Tedesco, Senior Philanthropic Advisor with J.P. Morgan Private Bank, discusses the latest giving trends and explores how high net worth individuals are building an effective giving strategy.

Prior to joining J.P. Morgan, Nick Tedesco served as a Relationship Manager and Program Officer at the Bill & Melinda Gates Foundation, where he worked closely with The Giving Pledge – an effort led by Bill and Melinda Gates and Warren Buffett to encourage the world’s wealthiest individuals and families to commit the majority of their wealth to philanthropy.  Nick offers a unique perspective on “The Art & Science of Successful Giving” and identifies the innovative models new tech donors are bringing to their philanthropy—both the goals and the mechanics of giving.  Join us for an interactive conversation and dialogue around the evolving role of philanthropy in our society.

OCAiP is focused on advisors who want to become proficient in working with clients who are philanthropically inclined. Members, clients and guests are welcome.