Diefendorf Elected to Advisors in Philanthropy National Board

Share Article

Monroe "Roey" Diefendorf, Jr., C3DWP was elected to the Board of Directors of the International Association of Advisors in Philanthropy.

At the annual conference for the International Association of Advisors in Philanthropy (AiP), the membership elected Roey Diefendorf to its Board of Directors. Diefendorf, a veteran philanthropic planner and a pioneer in the "total" wealth management brings 39 years of experience to the organization. Roey is the CEO of Diefendorf Capital Planning Associates, a family of financial services companies. Using philanthropy as a tool for promoting family unity, Roey and his 3 dimensional approach to wealth management was precisely the type of creativity and leadership for which the AiP was looking. On July 4, 2005, history was made when Roey signed the "Declaration of Interdependence" as part of a group of advisors who became the charter members of this organization.

The International Association of Advisors in Philanthropy (AiP) is a US based non-profit membership organization, and includes members in the U.S., Canada and Australia. It attracts investment advisors, financial planners, wealth managers, attorneys, non-profit consultants, and charitable development officers who are serving high net worth/ultra high net worth clients. Its primary mission is to inspire and educate financial professionals about philanthropic planning and to help them integrate this growing client-centered service into their practice. For more information you can go to http://www.AdvisorsInPhilanthropy.org.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

DEMETRI DOUMAS

516-759-3900
Email >