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In our February 22 webinar, you’ll hear from some of the most involved members of AIP on how to integrate charitable planning and how they are using the tools and resources provided by AIP to engage their communities. Don’t miss this engaging conversation on best practices and a chance to ask your questions to help further your planning in philanthropy.

2/22/2017
When: Wednesday, February 22
12 noon Pacific | 1:00 pm Mountain | 2:00 pm Central | 3:00 pm Eastern
Where: United States


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In our February 22 webinar, you’ll hear from some of the most involved members of AIP on how to integrate charitable planning and how they are using the tools and resources provided by AIP to engage their communities. Don’t miss this engaging conversation on best practices and a chance to ask your questions to help further your planning in philanthropy.

Moderator:
Laura Malone, American Endowment Foundation and AiP President

Panelists: 
Marty Dutch, Vice President, Philanthropy Services | First Foundation Bank and AiP National Board Director

Ms. Dutch serves as assistant vice president for First Foundation’s consulting group. In this role, she manages their Supporting Our Communities initiative – a program that helps nonprofits strengthen their  organizational and fundraising capacities through cash grants and in-kind consulting services.

Prior to joining First Foundation, Ms. Dutch served as Regional Director with The Heritage Institute. In this role, she guided ultra-high-net-worth families through the multigenerational planning process – seeking to provide family unity, growth and development across generations. Before following her passion for philanthropy into the consulting field, Ms. Dutch spent more than 25 years in marketing and sales for Johnson & Johnson and various promotion agencies in
Southern California.

Ms. Dutch is an active member of Orange County’s philanthropic community. She is a founding board member of Orangewood PALS, an auxiliary of Orangewood Children’s Foundation and serves on the Safe  Family Board for Olive Crest. Ms. Dutch is also a member of the Monkey Business Café Advisory
Board; Endowment Committee for the Anaheim YMCA; AIP Orange County Board Member and serves on the National Board of Advisors in Philanthropy.
Ms. Dutch received her Bachelors of Arts degree in Speech Communication from San Diego State University.

Todd Fithian, Managing Partner | Legacy and AiP Past President

Todd Fithian has over two decades of experience in the financial services industry.  Following in the footsteps of three generations, Todd knew at an early age his calling was not only to work in the industry, but to work to improve it as well.  A lifelong entrepreneur, Todd formed his own wealth advisory firm in Boston soon after graduating from The University of Massachusetts, than later joined forces with his late brother Scott in 1996 to form The Legacy Companies a professional
training and consulting organization.

Legacy’s turn-key systems and processes are designed to enhance the way wealth advisors engage clients by clarifying first WHAT and WHY a client wants to accomplish before jumping into HOW to solve it.  Fithian calls this Above the Line Conversations. He has consulted and trained literally thousands of advisors, works with several large financial institutions and families in the United States, Canada, UK and Australia.
 
Today, as the Managing Partner of Legacy Todd provides the VISION and LEADERSHIP for his team. In 2007 Fithian Co-Authored his first book The Right Side of the Table: Where do you sit in the minds of the Affluent. In 2011 he wrote The Future of You: Providing Clarity Where Life Intersects Wealth, in collaboration with 19 members of his Legacy Wealth Coach Network who have integrated these principles into their practices. His work has been published in several trade magazines and
most recently The Wall Street Journal and USA Today. Todd is nationally recognized for his contributions to the industry and is a frequent speaker at industry conferences throughout North America.   
 
Todd currently serves as a board member of the American Colleges, Chartered Advisor in Philanthropy (CAP) and is the current president of the International Association of Advisors in Philanthropy.
 
Todd and his wife Debbie have four children, Andrew (18), Ryan (15), Kelly (12) & Will (7). When he’s away from his work, Todd is often found in a hockey rink behind the bench coaching or on the lacrosse field being a proud dad.  He has a daily goal of living each day like it could be his last.

Alan Pratt, CEP, CAP, President | Pratt Legacy Advisors and AiP Past President

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. Alan’s company, Pratt Legacy Advisors practices a unique form of estate planning that goes far beyond strategic wealth distribution. Alan 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.

 

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.

He earned his Chartered Advisor in Philanthropy designation in 2006 and currently serves as the Chief Ambassador of The International Association of Advisors in Philanthropy (AIP).  In 2007, he became a founding member of the Seattle Philanthropic Advisors Network (SPAN) and currently serves on the Board as Vice President. He is an active member of the National Institute of Certified Estate Planners, Washington Planned Giving Council, and the Seattle Chapter of the National Association of Insurance and Financial Advisors. Alan serves on the Advisory Board of the Chief Seattle Council–Boy Scouts of America and the Seattle Christian Community Foundation. Alan and his wife, Helen, were married in 1984 and have 3 children





  



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