Pratt Legacy Advisors has always believed in endeavoring to make the world a better place across generations.  To that end, Alan Pratt is honored to serve as Chief Ambassador for an impactful organization called The International Association of Advisors in Philanthropy (AiP)

alan_pratt“AiP is the premiere group intentionally bringing professional advisors (CPAs, Financial Advisors, Attorneys) together with leaders in the Not-for-Profit world (Foundation Presidents, Executive Directors, Development Directors) to share ideas and developments in the philanthropic planning space, allowing both sets of professionals to bring added value to their clients and donors. I am proud to be their Chief Ambassador; it is truly an honor to serve.” Alan Pratt

Alan will be at the upcoming AiP “Conference in Philanthropy, April 2017” in Costa Mesa, CA.

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More about AiP:

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“It is our belief that philanthropic capacity is built through collaborative programs and projects which unite financial advisors, lawyers, accountants, bankers, trust officers, philanthropic advisors, charitable organizations, foundations, donors, and wealth planners in a common goal.”

The AiP mission is:

  • To inspire and educate advisors, helping them make philanthropic planning with their clients/donors 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

To learn more, visits the AiP website or contact us to find out how you can get involved.

Categories:
  Philanthropy, Wealth Planning
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