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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


EndowAmerica using Social Secharity is a campaign to educate Americans on how to make a significant impact in their communities and create a paradigm shift from Indebt America (with Government providing social services) to Endow America (with your favorite charity providing social services) using Social Secharity.  This solution will shift America from $22 trillion in national debt to a $30 trillion endowment controlled at the local level by non-profit charitable organizations.  It can be accomplished based on the Great Wealth Transfer that is taking place now through 2061. 

 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  
Robert Thompson, JD, CAP®, CSSC 
Sage Financial Design, Inc.
548 Hopmeadow Street, Simsbury, CT  06070
At Large:
Gerald Horwitz, CAP®
KeCo Advisors, Inc.
16135 Emerald Estates Drive, Suite 166, Weston, Fl 33331
Alan Pratt, CAP®
Pratt Legacy Advisors 
400 108th Ave NE Ste 610
Bellevue WA 98004 
John Sullivan, CLU, ChFC
Heritage Wealth Counselors, LLC 
Ste 500 429 Rockaway Valley Rd, Boonton Twp, NJ  07005
Laura Sunduist, CAP®, CPA, CFP
Sage Financial Design, Inc.
548 Hopmeadow Street, Simsbury, CT  06070

Jaclyn Farnham, CAP®
AiP Foundation, Inc.
95 West Street, Rocky Hill, CT  06067

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
© 2018 Advisors in Philanthropy | All Rights Reserved