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4/23/2014 » 4/25/2014
Conference On Philanthropy 2014

5/20/2014
Webinar: The Changing Landscape of Philanthropy: A Dynamic Social Impact RoadMap

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April 2011 Trusts and Estates
Phil Tobin, American Endowment Foundation and AiP Corporate Sponsor, wrote this articlefor the April 2011 issue of Trusts & Estates on the Symbiotic Relationship between a private foundation and a donor advised funds.

November, 2011 Planned Giving Today
Distinct Trends Appear, Reinforce Each Other
- 6 page article written by Jim Grote for Planned Giving Today in November 2011. This article is about the blending of entities (e.g., for-profit and non-profit) once considered distinct, now typical of contemporary philanthropy. Five chronological trends leading towards this blending over the last 40 years include the gradual movement from institution-centered to planning-centered to family-centered to altruistic/faith-centered philanthropy to social capital markets theory. Far from competing with one another, these different trends may just as well reinforce each other. Jim Grote, CFP®, wrote his first article for Planned Giving Today in March 2000. Since then, he has written more than 100 articles that have been published in a variety of financial planning and charitable giving publications. He is Director of Development for JustFaith Ministries in Louisville, KY.


November, 2011 AdvisorOne

AiP members recommend AdvisorOne's Philanthropy Focus Seriesof articles

November, 2011 The Wall Street Journal


AiP member Betsy Brill, Karla Valas, Bryan Clontz, and Ken Nopar were interviewed in the Wall Street Journal's Nov. 28th articles - Keep the Stock, Donate the Beans and Putting Charities to The Financial Test

AiP board member Heather Gee is quoted as well as AiP webinar presenter, Calvin Edwards, in this WSJ article: Ask Nicely, Please - Philanthropy experts offer their do's and don'ts on how charities should solicit donations

The Wall Street Journal, November 28th
Should Charities Operate Like Businesses


September, 2011 AdvisorOne


Philanthropy's Cutting Edge
by Ellen Uzelac. AiP Past President Randy Fox is interviewed as well as AiP sponsors American Endowment Foundation and Renaissance Charitable.
April, 2011 AdvisorOne Articles

Kathleen McBride,AdvisorOne, attended the Conference on Philanthropy, April 28 and 29, 2011andwrote a series of insightful articles:

"The 6 Stages of the Philanthropic Curve"
 on Keynote Speaker Peter Karoff which kicked off an incredible two day experience.

Philanthropy Forum: Most HNW Clients Dissatisfied With Advice
 covering a breakout presentation by Renata Rafferty.

Kim Wright-Violich to Leave Schwab June 30th
Kim gave an insightful presentation on Trends in Philanthropy.



2011 Conference speakers and AiP leaders were interviewed for this articleClients Turning To Wealth Managers For Philanthropy Advicewritten by Charles Paikert.
January, 2011
AiP Member David W. Holaday shares his insights about establishing frameworks and processes for shaping a client’s individual advisors into a smoothly functioning group that will work collaboratively for the mutual benefit of the client and the advisors.

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