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|2017 Fithian Leadership Award|
Fithian Award honorees are chosen for their efforts to uphold the standards of excellence in ethics, service and charitable planning encouraged by the Association. Specifically, the Fithian Award recipients have elevated the profession of philanthropic planning beyond their own practice.
The 2017 Fithian Award goes to Alan Pratt, CEP, CAP | Pratt Legacy Advisors
Alan Pratt is more than an advisor in philanthropy – he is an evangelist in philanthropy. He is a networker, connector and an ambassador in philanthropy. At least once a week, Sheila gets a phone call at the AiP office from someone saying “Alan Pratt told me I should call.” These are all people Alan has run across and had conversations with about the power of groups such as AiP and Philanthropic Advisor Networks; the importance of incorporating charitable planning into your practice; and how professionals from all sides of the proverbial table can collaborate to ensure donors are making the best of their philanthropic contributions. He is a one man grass roots movement working to advance philanthropy through education, building professional networks and collaboration.
Alan Pratt, CEP, CAP is a family legacy advisor specializing in philanthropy and family wealth preservation. He brings a unique blend of personal experience and technical knowledge to the estate planning process. Alan helps families understand, in plain English, their options for preserving wealth in a way that honors their underlying values.
As a long-time AiP Board member and Past President, Alan has given an inordinate amount of time and talent to grow our organization. He currently serves on the AiP Foundation Board and the Seattle Philanthropic Advisor Network Board of Directors. He has been an active member of AiP and NAFWC since 2002. This is an impressive commitment. He does not do this for personal gain – these countless hours are spent because he is truly passionate about improving the world through philanthropy.
Here is just a sample of how Alan Pratt works to advance philanthropy:
· Brought the strategy of growth through Chapter formation to AiP. The first AiP chapters were formed under his leadership. AiP currently has 5 chapters and Alan is currently working with Mark Davis and Molly Philban to form the 6th Chapter in Oregon. Chapter membership is currently AiP’s most effective growth strategy.
· Working with the Stanford Philanthropy Lab and the Raikes Foundation on the Effective Philanthropy Initiative
· He is a frequent speaker on the topic of forming collaborative relationships in the charitable planning process. Alan is in demand as a speaker at regional, national, and international conferences dealing with family relationships, wealth preservation, and stewardship. He is recognized as a leader in Advanced Life Insurance designs, which is often used as a strategy to responsibly transition family wealth.
· Within his own practice, Alan has a unique form of estate planning that goes far beyond strategic wealth distribution. He believes that a meaningful estate plan comes from knowing your values, living your values, and planning from your values. His firm has created Legacy Planning from the Heart™, a process to help you integrate your life experiences with your estate plan, while maintaining ongoing communication within your family. He holds trust, listening, and life-long relationships as core values in everything he undertakes and shares from his own personal experiences.
Past Fithian Award Recipients
2016 | Les Winston, CAP | Insurance & Financial Services, Inc.