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Board of Directors
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President
Laura Malone, CAP®, CEPA
American Endowment Foundation (AEF)
Hudson, OH

 

Read Laura's President's Letter here...

         
 

Vice President
Marty Dutch
First Foundation
Irvine, CA

 

"Advisors in Philanthropy is about engaging with professionals who focus on something bigger than themselves. AIP members care about growing/protecting wealth as well as the impact that philanthropy makes on clients and the community. In my role at First Foundation we see both sides of philanthropy; consulting with nonprofit organizations and helping families strategically plan and execute their giving. AIP provides me best practice learning for both sides of the table. It also elevates all of us personally and professionally while improving our community. I am proud of AIP’s impact on increasing philanthropic conversations between trusted advisors and clients while providing a network of professionals available to execute our clients’ highest goals."

         
 

Secretary/Treasurer
Rodney Zeeb, JD, HDP
The Heritage Institute
Appleton, WI

 
         

 

Director
Gregory W. Doepke, CAP®, CFP®
Aspire to Give
Auburn, AL

 

"I am proud and honored to serve on the Advisors in Philanthropy Board to facilitate the education, collaboration, and advocacy for advisors that are striving to empower and transform lives, better our communities, and address the numerous societal challenges we face. It is up to each of us to do what we can and I believe that serving on the Board of the Advisors in Philanthropy is the best way for me to serve others and advance our profession."

         
 

Director
Erik Fromm, CFP®
Janney Montgomery Scott LLC
Washington, DC 

 

"Being engaged with the AiP community both with the National Board of Directors and with the local Washington, DC Chapter has been invaluable in expanding our team’s expertise and network around philanthropic planning. It is inspiring to see the work being done in our communities and we’re better advisors making a bigger impact because we get to see and hear best practices in action through this national collaborative network of professionals and organizations."

         
 

Director
Michael C. Handrick, CAP®, ChFC®, CWS®
Handrick Planning
Minocqua, WI

 

“The best way for me to stay abreast of philanthropic topics that can benefit my clients is to belong to AIP.  Serving on the board of directors is the best way for me to connect with and learn from the premier planners in the philanthropic space”.

         
 

Director
Andi Kang, CAP®, CFP®
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
Brian Kasal, CAP®
FourStar Wealth Advisors, LLC
Chicago, IL

 

"As the leader of a financial advisory firm, we have built philanthropy into our daily practice. We are philanthropic ourselves and encourage prosperous clients to give back as well. Many of the ideas, angles and strategies are fostered, learned and honed through my involvement with AiP!"

         
 

Director
Nicole Kyauk, CAP®
East Bay Community Foundation
Oakland, CA

 

"Study after study shows that clients want to have a philanthropic conversation with their advisors - advisors think that they are having that conversation, but clients feel otherwise. AiP is well positioned to help advisors have these rewarding but sometimes complicated conversations. It's a dynamic group of diverse leaders that affords an opportunity to build your professional network and learn new strategies to become effective advisors in philanthropy." 

         
 

Director
Peter Liefer, AIF®, CAP®
ValuesQuest
Phoenix, AZ 

 
         
 

Director
John Przybylski, JD, LL.M., CFP®, AEP®, CIMA®
Pathstone Federal Street
Boston, MA

 

"My involvement in Advisors in Philanthropy (AiP) began with my involvement with Boston Philanthropic Advisors Roundtable (BPART), now AiP Boston.  BPART delivered valuable content to professionals and philanthropists from both the for-profit and non-profit sectors in Boston for over a decade.  AiP takes this up a notch, providing exposure to the best thinking in the space on a national level.  If you are serious about your philanthropic advisory practice, you owe it to yourself and your clients to get involved."

         

 

Director
Doug Stirling, CAP®
Janney Montgomery Scott LLC
Sewickley, PA

 

"Being involved with AIP gives me the opportunity to continue to learn and grow as a wealth advisor by engaging with some of the best like-minded, philanthropic advisors from around the country. Using charitable planning in our practice allows us to open a door into the client’s wishes and dreams and brings us a step closer to the client’s heart, mind, and soul."

         
 

Director
Jay Weisman, CAP®
Legacy Philanthropy Group
Stirling, NJ

 

"I’m delighted and honored to serve on the board of the International Association of Advisors in Philanthropy.  This is a great organization dedicated to helping advisors develop the knowledge, skills, and network they need to inspire and coach their clients as they give charitably and build family traditions.  This fits perfectly with the work we do at Legacy Philanthropy Group through our 3D Relationships programming.  By embracing the philanthropic conversation, wealth and other advisors are in position to make a profound and lasting impact on their practices, their clients and families, and their communities."

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