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AiP Membership Overview
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We are a organization for professional advisors who are dedicated and inspired to teaching and empowering their clients in effectively directing their philanthropic resources for the betterment of society consistent with the clients' deepest values. AiP is an organization for wealth, estate, tax, and philanthropy advisors as well as nonprofit and planned giving officers who have a special commitment to philanthropy as well as their donors and clients.
Join to promote the highest ethical standards in philanthropic planning and to become part of a unique network of support and collegial relationships. Our membership consists of financial advisors, philanthroic advisors, attorneys, accountants, wealth counselors, and educators, all with a common objective to inspire and educate one another to make philanthropic planning with clients an integral part of their practice.Join to further educate yourself and staff in charitable planning and to increase the value of your service to clients, as well as network with charitable advisors, nonprofit executives, and foundation leaders.
Nonprofit Professionals: Join to develop relationships with value-centered advisors who have a special commitment to philanthropy. Members expand and improve donor services through current, relevant knowledge and information.
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Member Testimonials:

"AiP is my professional family. I feel as though I have grown up around these fine colleagues and feel as committed to this clan of advisors in philanthropy as I do to my biological family."
– Sally Alspaugh, CAP® Independent Chartered Advisor in Philanthropy®
"My AiP Membership enables me to connect and learn from other professionals who, like me, want to serve affluent clients by helping them enhance their sense of significance by incorporating meaningful generosity into their finances and families." 
Dave Holaday, ChFC, CAP® Wealth Design Consultants, LLC


 "AiP is my professional organization due to the members like-mindedness in caring for others and dedication to the field of philanthropy." 
Johnne Syverson, CFP®, AFP®, CAP®, CHP® Senior Financial Planner, Syverson Strege and Co. 

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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