Mission Statement

To endow the work and mission of non-profit organizations through planned gifts by providing exceptional charitable gift planning consulting services to charitable organizations and philanthropically-minded professional advisors and individuals.

Our Business Philosophy & Core Values:

Stewardship--People have a stewardship responsibility over the assets and wealth they possess.

People--People are more important than dollars.  This belief requires, whenever possible, that we work on the agenda of the donor, not the organization. 

Service--Service is moving people from where they are to where they need to be.  We seek to determine the agenda of the client organization and/or individual and work diligently to create a win-win situation to serve their needs.   

Integrity-- We present our services with total transparency.

Value--We are committed to adding value to all we do by providing services at a reasonable fee, committing to work on the agenda of the client organization and/or donor, and by providing the highest quality service possible. 

Excellence/Competence--We strive for excellence in our communication, technical ability, and all other areas of service.

MODEL STANDARDS OF PRACTICE FOR THE CHARITABLE GIFT PLANNER

DONOR BILL OF RIGHTS

The Occhipinti Group is registered with the California Office of the Attorney General as a Fundraising Counsel.

"Instruct those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment. Command them to do good, to be rich in good deeds, and to be generous and willing to share. "

II Tim. 6:17-18

Michael J. Occhipinti        President

Occhipinti is president of The Occhipinti Group.  He has over 21 years of experience in the planned giving field serving as a Director of Planned Giving for The Salvation Army and Vice President of Gift and Estate Planning for Saddleback Memorial Foundation.  In his career, he has overseen the development of over $170 million in charitable planned gifts.

Occhipinti assists charitable non-profit organizations to maximize their philanthropic support through charitable planned gifts.  He also assists individuals in accomplishing their philanthropic, financial, tax, and estate planning goals through charitable gift planning.  By connecting the head, heart and wallet, charities can have confident and enthusiastic donors.

Occhipinti earned a bachelor’s degree in Business-Economics from the University of California, Los Angeles, and a Master’s Degree in Taxation from the University of Southern California.  A Certified Financial Planner (CFP), Occhipinti is a past board member and president of the Orange County Planned Giving Roundtable, a member of the Orange County Estate Planning Council, member and current president of the South Orange County Estate Planning Council, member of the Kingdom Advisors, and a past board member of the Financial Planners Association of Orange County. 

Editor of “Charitable Solutions,” a quarterly newsletter for professional advisors, Occhipinti has also published articles in Planned Giving Today, a professional journal.  He has been a presenter at the annual NCPG conference and local Planned Giving Round Tables.  He frequently makes presentations about incorporating charitable giving into individuals’ financial, tax and estate plans to community groups, professional associations, college classes, and conferences.   

Michael lives in Mission Viejo, California with his wife Wendee and four sons.  In his free time, he enjoys handyman work, golf, the outdoors, and being a Senior Assistant Scoutmaster with Boy Scout Troop 121.