President 
Richard Peck, CAP®, CFP®, ChFC®
Richard C. Peck Consulting, LLC 
Concord, NH

"I am passionate about educating professional advisors (especially trusts and estates attorneys, wealth advisors, family office professionals, and CPAs) about the benefits of the philanthropic conversation and the importance of engaging clients in this way. There is no shortage of themes, skills, and topics to introduce to advisors! I bring over 18 years of experience as a development officer and consultant working with high-net-worth and ultra-high-net-worth clients, especially in the area of complex/non-cash assets. Prior to that, I was a financial advisor with American Express Financial Advisors for seven years. I have three designations (CFP®, ChFC®, and CAP®), and I believe I have a unique perspective as both a former for-profit wealth advisor and a current non-profit advisor." 

Vice President 
Erinn Andrews
GiveTeam
Menlo Park, CA 

"AiP sits at the intersection of the business and social sectors, a community of financial professionals, attorneys, and advisors who aim to support clients in realizing their charitable goals. I believe this is where the magic happens. Clients bring with them deeply seated values and priorities which cannot be separated from their financial goals. Advisors who support the "whole" client build stronger, better, and more satisfying relationships with their clients and can have a major impact on the social sector. This is the intersection that I love and where I choose to spend my time. This is the future of financial planning and philanthropic advising and best of all, this is how we can change the world."

Secretary
Mary Jovanovich, CAP®
DAFgiving360™
Indianapolis, IN

"I am honored to be a member of the Advisors in Philanthropy Board, as it offers me the opportunity to work with advisors to better understand complex societal problems, help develop and implement innovative charitable giving solutions, and achieve social and environmental impact at scale.  I look forward to uniting financial advisors, lawyers, accountants, bankers, trust officers, philanthropic advisors, charitable organizations, foundations, donors, and wealth planners in a common goal: teaching and empowering donors to effectively direct their philanthropic resources consistent with their deepest values in a tax-smart way.  My goal is to help others maximize their philanthropic impact through the creation and development of personalized and strategic long-term charitable giving plans that fit into their overall wealth management." (0619-9LPH)

Treasurer 
Matt Parsons
Moss Adams
Irvine, CA

Past President
Andi Kang, CFP®, CAP®, BFA™
Crown Wealth Management
Costa Mesa, CA

"It is a privilege to network and serve with exceptional professionals who are devoted to mastering and promoting the highest standards in philanthropy. As a member of AIP, I strive to live by my company’s tagline, “Live Abundantly. Give Generously.” My team and I are dedicated to educating and inspiring our clients to discover what true wealth* means to them, and how the gift of giving can add joy to their life and the lives of their loved ones."

Director 
Aquanetta Betts, J.D., AEP®, CAP®, CFRE
George Mason University 
Fairfax, VA

"It is an honor to be on the board of AiP. AiP has a vision, mission and promise that are easy for me to support. AiP’s aspiration to be the number one association for advisors in philanthropic planning is a worthy effort for me to join. My experience as an estate planning attorney and as a planned giving professional will add much to the work that AiP is involved in. The opportunities for growth as an organization are appealing, and I see many ways to be a part of such progress. The goals I have for AiP are to continue inspiring and educating advisors while promoting the highest standards in philanthropic planning."

Director
Bleu Blakslee
Save the Children
West Linn, OR

"I have been almost 35 years in the nonprofit space. I feel strongly that we do our best work when we are professionally learning from each other and in community to help meet donors where they are.  We can participate as a community in assisting donors fulfill their philanthropic legacy/goals and have meaningful engagement with causes that matter to donors/clients. Together we help to advance missions for our communities, country as well as work being done globally."

Director
Sharon Cappetta, CAP®
The Community Foundation of Greater New Haven
New Haven, CT 

"AIP is a truly unique organization that brings together multi-disciplined professionals around philanthropy and client service.  The members I’ve met and worked with are generous with their expertise, committed to adding value to their clients, to their individual fields, and to the practice of philanthropy." 

Director
Alyssa Heath 
Fire Capital Management 
San Francisco, CA

"I am honored to serve on the AiP Board of Directors to reimagine what is possible to be the number one association for advisors in philanthropic planning. I look forward to helping grow the AiP network and serving with other passionate advisors who seek to make a difference in the world, both individually and by supporting their clients to fulfill their philanthropic goals. As a member of AiP, I’ve appreciated the ability to amplify our collective work when this community comes together to share best practices for working with our clients to deepen their philanthropic impact.  I bring my experience from both sides of the table as a nonprofit professional and now on the wealth management/family office side working with individuals, families and foundations to help build bridges in the AiP network. I am a 21/64 Certified Advisor and am also currently pursuing my CAP® designation."

Director
Shane Jacksteit
Edward Jones 
Sunnyvale, CA 

"As an AiP board member, my purpose is to further philanthropy in society by inspiring and equipping professional advisors to better understand and engage in charitable conversations with their clients. Advisors play a crucial role in guiding clients to achieve their philanthropic goals with greater impact and efficiency. By helping advisors see the value of these discussions, we ensure that more individuals can give meaningfully, resulting in a stronger, more vibrant culture of giving. AiP provides the platform and community to support this mission, fostering a deeper integration of philanthropy into the advisory practice."

Director
Diane Lai, CAP® 
Tides
San Francisco, CA
 

"It is an honor to serve as a member of the Advisors in Philanthropy Board of Directors. I have seen first-hand the value of this member network to connect, foster collaboration, and strengthen our network of philanthropic practitioners. With over 10 years of experience in philanthropy and as a holder of the CAP designation, I am invested in applying my expertise to further the mission of AiP, as we are uniquely positioned to educate our network of advisors. With an ever-evolving charitable landscape, I am proud to be a part of AiP’s efforts as we work not only to educate and strengthen our community but grow our network of relationships as a means to increase our collective impact."

Director
Christine Lim, MBA
DAFgiving360™
San Francisco, CA 

"I am grateful to be considered as a member of the Advisors in Philanthropy (AiP) Board. Throughout my own career trajectory from over 15 years in Wealth Management Services to Philanthropy, AiP offered me a wealth of resources and mentorship. I have a strong passion and commitment for the mission of AiP and am constantly inspired by the members. As a member of AiP, I’ve had the opportunity to be part of a supportive community, to see the world of philanthropy as we know it evolve, and, to personally grow my career and be a better colleague, philanthropist, and human being."

Director
Kathryn Medeiros
Torch Family Capital
Hanover, NH

Director
Alison Patterson, MPA, 21/64 certified
Patterson Philanthropic Advisors 
Kansas City, MO

"As a member of the Advisors in Philanthropy Board of Directors it is my honor and privilege to advance the mission of the organization, to inspire and educate advisors, helping them make philanthropic planning with their clients an integral part of their practice. I bring over 20 years experience as a development officer and entrepreneur as a philanthropic advisor. I am passionate about bringing philanthropic planning to all wealth levels and believe that AiP is uniquely positioned through its network of support for professionals to advance the availability and equity of philanthropy. Since joining AiP I have been embraced on my journey as a professional advisor and have had the opportunity to learn from some of the wisest thought leaders in the industry and look forward to making a meaningful contribution."

Director
Kimberlee Riley, CAP®
The Catholic Foundation of Central Florida 
Orlando, FL

Director
Darin Shebesta, CFP®, CAP® 
Possibility Wealth Advisors, LLC
Scottsdale, AZ

"It is a privilege to serve on the board of directors for Advisors in Philanthropy.  With a passion for igniting the generosity amongst my clients and my community, I am rowing in the same direction with members of AiP in inspiring values matching up with financial resources to the causes we care about and contributing to the success of the nonprofit community as a whole.  As a CFP(R) professional and a holder of the CAP(R) designation, I am carrying two torches that intersect with charitable and financial planning.  I believe in the value of "doing good while doing well" inspired by William P Carey."

Director 
Matthew Todsen, CPWA®, RMA®
MKT Wealth Management
Irvine, CA