Print Page | Contact Us | Sign In | Join AiP
AiP Foundation and Board
Share |
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 through Social Secharity and the Council of Professional Philanthropic Advisors.   


EndowAmerica through Social Secharity


EndowAmerica through Social Secharity is a campaign to increase national public awareness of a solution to three key fiscal challenges threatening the future financial well-being of Americans.  These challenges are the potential demise of social security, threats to the welfare safety net, and the looming debt crisis.   The solution will shift America from $20 trillion in national debt to a $30 trillion endowment controlled at the local level by community foundations, and supporting organizations some of which are sponsored by Chambers of Commerce.  The goal of $30 trillion endowment can be accomplished based on the Great Wealth Transfer that is taking place between now and 2061.


Social Secharity is a benefit any taxpayer can receive through Accelerated Lifetime Charitable Giving Vehicles most often designed by professional philanthropic advisors.   EndowAmerica is created through funds that were providing Social Secharity and that are left when the last income beneficiary passes on.  



Council of Professional Philanthropic Advisors

A member organization of professional philanthropic advisors that will assist the public in stewarding the great wealth transfer occurring at this time in our country.  We provide scholarships to individuals who are interested in becoming professional philanthropic advisors.  We provide presentations to attract qualified individuals into the profession and we provide and review programs for use by professional philanthropic advisors.

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