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AiP Committee Descriptions
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Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it's the only thing that ever has.
- Margaret Mead


Committee involvement is the best way to get the most of your AiP membership. You will meet other members, build relationships, showcase your talents, and learn new skills. And more importantly you will be working to help AiP achieve its mission:

  • To inspire and educate advisors, helping them make philanthropic planning with their clients an integral part of their practice
  • To create a unique network of support through collegial relationships among an intentionally diverse spectrum of professionals attracted to membership in our organization
  • To promote the highest ethical standards in philanthropic planning

 

Review the committee descriptions then complete the form at the bottom of the page to indicate your interest/willingness to volunteer.  Contact Sheila Gidley if you have any questions.   Remember, only AiP members in good standing may participate on committees.

 

CONFERENCE & EDUCATION COMMITTEE
The Conference/Education Committee plans the content for the annual Conference On Philanthropy and monthly webinars. Responsibilities include: determining conference themes and session topics; nominating keynote and breakout speakers; vetting and finalizing speaker line-up; post-selection speaker follow up; and event marketing and coordination with the Sponsorship Committee. AiP staff is responsible for all meeting logistics. This committee meets via conference call monthly throughout the year and more frequently during the speaker selection process from August – December. Conference Chair: Nnamdi Okafor, UCLA Development    Webinar Chair:, Adam Miller, Elderado Financial

MEMBERSHIP COMMITTEE
The Membership Committee works to grow the organization through membership recruitment and retention. Duties include: contacting new members to welcome them to the organization; conducting exit interviews with lapsed members; identifying prospective members and planning recruitment campaigns.  Chair: David Taylor, 3 Dimensional Wealth & Advisory

MEMBER BENEFITS COMMITTEE
ThIS Committee keeps their finger on the pulse of AiP members to determine their wants and needs when it comes to the organization by creating surveys and conducting phone interviews and using the results of the surveys and interviews to identify trends in terms of what our members would like to see from AiP and recommending specific plans of action to the Board of Directors for implementing new benefits.  Chair:  Peter Liefer  ValuesQuest

 

COMMUNITY COMMITTEE
The Community Committee works to bring the AiP message and mission to our audience where they live and work.  This includes developing local AiP Chapters and speaking at industry events  AIP being a collaborative leader in the philanthropic space will look to have its Community Committee forge strategic partnerships at both the national and local level, to where we can help them with the goal of bringing amazing content into these local communities. Chair:  Marty Dutch, First Foundation

 

 

 

MARKETING AND AWARENESS COMMITTEE
The Marketing & Awareness Committee has a primary focus of creating awareness for the AIP Brand.  Responsibilities include: Create annual goals and objective for submittal to the Board in the 1st quarter of the year (May –July); coordinate AiP’s presence in the print media, web media, social media, etc;  facilitate the promotion and awareness of AIP’s webinars, conference, member benefits, etc.;create avenues where AIP members can get increased exposure in the mediums discussed above The Marketing & Awareness Committee works closely with all committees in order to make sure current events and other important information is being communicated through the proper channels to the proper audiences.  Chairs:  Todd Fithian, The Legacy Companies, LLC and Ellen Israelson, Jewish Communal Fund






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