Advisors in Philanthropy

What Advisors in Philanthropy does

Advisors in Philanthropy (AiP) is a U.S.-based professional membership organization founded in 1988 and headquartered in Cleveland, Ohio. It serves a horizontal community of practitioners across five primary personas — wealth advisors and financial planners, attorneys and legal professionals, CPAs and financial professionals, nonprofit leaders, and dedicated philanthropic advisors — providing them with educational programming, peer networking, and resources oriented around values-driven charitable planning. The organization runs a 1-10 employee operation with a national footprint and a 88,635-member LinkedIn group as its primary digital community surface.

AiP's core product portfolio centers on an annual in-person conference, a monthly webinar series, a searchable membership directory, a regular newsletter, a jobs board, and standing member programming. The annual conference is the flagship event, scheduled for August 3-4, 2026 at the Gaylord Rockies Resort & Convention Center under the theme 'The New Philanthropy Playbook,' with tiered registration pricing of $700-$850 for members and $900-$1,050 for non-members, plus exhibitor fees of $2,500-$3,000. The organization does not develop proprietary technology; instead, it relies on the Glueup SaaS platform for event management, membership directory hosting, webinar delivery, and conference registration, with a newly launched website (March 2026) serving as the public front door.

The business model combines recurring annual membership dues (the primary recurring revenue stream), one-time conference registration and exhibitor fees (the largest single event-driven revenue source), fee-based job postings on the AiP jobs board, and webinar programming that may offer continuing education credits. Go-to-market is community-led: acquisition occurs through LinkedIn, member referrals, the website, and chapter-based local events, while retention is driven by the annual conference cadence and ongoing educational programming. AiP supplements programming with sponsor relationships (Doctors Without Borders, St. Jude Children's Research Hospital, Foundation for Cervical Cancer, Myriad USA, Rescue.org) and is governed by a volunteer Board of Directors refreshed through an annual nominations cycle.

Name

Advisors in Philanthropy

Legal name

Advisors in Philanthropy

Website

https://advisorsinphilanthropy.org

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

1–10 employees

Short description

Advisors in Philanthropy is a Cleveland-based professional membership organization serving wealth advisors, attorneys, CPAs, nonprofit leaders, and philanthropic advisors through annual conferences, monthly webinars, a member directory, and educational programming on values-driven charitable planning.

Ownership category

akta.pro rank

Product category

Professional Membership and Community Services

NAICS

Business, Professional, Labor, Political, and Similar Organizations (8139), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)

akta.pro secondary industries

Public Charities & Grantmaking Intermediaries (BPAGAKAE), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Philanthropic advisory
• Professional membership
• Planned giving
• Charitable planning
• Nonprofit education

Headquarters

HQ city

Cleveland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual membership fees for individual and corporate members providing access to member directory, resources, webinars, and events.
2. Conference Registration: Revenue from the annual AiP Annual Conference with tiered pricing for members ($700-$850), non-members ($900-$1,050), and exhibitors ($2,500-$3,000).
3. Job Postings: Fee-based job posting service available to members for recruiting professionals in the philanthropy sector.
4. Webinar Programs: Educational webinar series that may offer continuing education credits for participants.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Advisors in Philanthropy (AiP) is a professional membership organization that provides educational programming, networking, and resources to philanthropic advisors and allied professionals. Its core offerings include individual and corporate membership, an annual conference, a monthly webinar series, a searchable member directory, a newsletter, and a job board for the philanthropy sector. The community serves financial advisors, attorneys, CPAs, nonprofit leaders, and philanthropic advisors across the United States.

Product overview

Advisors in Philanthropy (AiP) is a professional membership organization offering a unified portfolio of services to the philanthropic advising community. The core offerings include the annual AiP Conference, a monthly webinar series, and a membership directory. Supplementary services comprise a newsletter, job board, and ongoing member programming. These services are interconnected—members access the directory for networking, attend conferences and webinars for education, and receive updates via the newsletter. The organization serves a national audience of philanthropic advisors and allied professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• AiP Annual Conference Annual conference uniting philanthropic advisors, partners, and leaders for practical education and real-world strategies. Features peer connection, networking, and advisor-ready education with clear takeaways.
• AiP Webinar Series Monthly virtual educational sessions for professionals across the philanthropic advising landscape. Webinars are typically 60 minutes, covering topics like charitable tax planning, planned giving, donor-advised funds, and emerging sector trends.
• Membership Directory
• Jobs Board

Named customers19 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• GlueupcoreTechnology or IntegrationGlueup is the platform powering Advisors in Philanthropy's event management, membership directory, webinar hosting, and conference registration. Members register and manage their accounts through the Glueup platform.
• Doctors Without BordersminorGTM or Marketing PartnerListed as a sponsor of Advisors in Philanthropy, supporting the organization's mission and activities.
• Foundation for Cervical Cancer (FCCC)minorGTM or Marketing PartnerListed as a sponsor of Advisors in Philanthropy, supporting the organization's mission and activities.
• St. Jude Children's Research HospitalminorGTM or Marketing PartnerListed as a sponsor of Advisors in Philanthropy, supporting the organization's mission and activities.
• Myriad USAminorGTM or Marketing PartnerListed as a sponsor of Advisors in Philanthropy, supporting the organization's mission and activities.
• Rescue.org (Help the Rescue Organizations)minorGTM or Marketing PartnerListed as a sponsor of Advisors in Philanthropy, supporting the organization's mission and activities.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Council on Foundations: Membership organization for private, family, community, and corporate foundations plus the advisors who serve them. Comparable to AiP because it builds community, education, and advocacy infrastructure around philanthropic advisory professionals and institutional funders.
• National Center for Family Philanthropy: Membership and educational organization dedicated to family philanthropy and the advisors who serve family foundations. Closely comparable to AiP's family-foundation-advisor segment and values-driven framing.
• Association of Fundraising Professionals (AFP): Large professional association for fundraising and development professionals, including planned giving officers. Comparable to AiP because it serves overlapping nonprofit/philanthropy advisor personas through annual conferences, chapters, and certification programs.
• National Association of Charitable Gift Planners (CGP): National membership association for gift planning and charitable planning professionals. Directly comparable to AiP because it serves the same planned-giving and philanthropic advisor persona via annual conferences, networking, and educational programming.
• Forum of Regional Associations of Grantmakers: Network of regional grantmaker associations serving foundations and advisors. Comparable to AiP as a peer professional membership/community for philanthropic infrastructure professionals with conferences and convenings.
• American College of Trust and Estate Counsel (ACTEC): Fellowship of trust and estate attorneys, many of whom advise on charitable trusts and philanthropic structures. Comparable because its members overlap with AiP's attorney segment and operate in the charitable-planning advisory space.
• National Council of Nonprofits: Network of state and regional nonprofit associations. Comparable to AiP in serving nonprofit professionals and their advisors with advocacy, education, and convenings — a broader-but-overlapping membership umbrella.
• Philanthropy Roundtable: Membership association for individual donors, families, and the advisors and foundations that support them. Directly comparable audience to AiP — philanthropic donors and the advisors who guide them — with conferences and educational programming.

Others

• Giving USA Foundation: Research and education foundation producing the annual Giving USA report on U.S. philanthropy. Comparable to AiP because it sits inside the philanthropic-advisor ecosystem and provides educational content consumed by the same audience, though it is research-led rather than a membership community.

Emerging players

• Foundation for Financial Planning: Nonprofit that mobilizes financial planners to provide pro bono service, including for philanthropy-adjacent clients. Comparable to AiP because it sits at the intersection of financial advisors and values-driven/philanthropic planning, though its focus is service-delivery rather than community membership.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/advisors-in-philanthropy
• Facebookfacebook.com/aipchicago

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Advisors in Philanthropy