AiP Foundation and Board |
About the Advisors in Philanthropy Foundation, Inc.
The Advisors in Philanthropy Foundation’s (AIPF) is a 501c3 charity whose mission is: to increase the number of professional philanthropic advisors, to increase the public’s awareness of professional philanthropic advisors, and to educate the public on the availability and use of charitable planning vehicles.
Our Programs include EndowAmerica using Social Secharity and the Council of Professional Philanthropic Advisors.
EndowAmerica using Social Secharity
![]() Social Secharity is a way to:
1. Create more future income that you can rely on 2. Pay less taxes 3. Make a significant gift to your favorite charity
Social Secharity is another name for the IRC devices: Charitable Gift Annuities, Charitable Remainder Trusts and Charitable Pooled Income Funds. Council of Professional Philanthropic Advisors A member organization including professional philanthropic advisors who can assist the public in stewarding the great wealth transfer occurring at this time in our country. The Council provides presentations to attract qualified individuals into the profession and to educate Americans about charitable giving and the profession of philanthropic advisor.
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
|