Thirteen local advisors have recently completed the coursework to earn the professional Chartered Advisor in Philanthropy (CAP®) designation. The graduate program is organized by the Omaha Community Foundation (OCF) and led by OCF board member, Mark Weber, a principal of SilverStone Group, Inc.
Through a year-long curriculum, the CAP® program provides professionals the knowledge, resources, and tools necessary to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals. By integrating the legal, accounting, financial services, and planned giving professions, OCF promotes an interdisciplinary approach to most effectively achieve client goals. Those who completed the program in 2019 include:
accounting
Randy Kathol, Seim Johnson, LLP
Law
Catherine French, Lamson Dugan & Murray, LLP
Ronald Lee, Mutual of Omaha-Income & Wealth Planning Solutions
Nick Montague, Goosmann Law Firm
FINANCIAL SERVICES
Joe Hefflinger, Lutz Financial
Steve Seline, Walnut Private Equity Partners
Jenny Strako, Bridges Trust Carson
Paul West, Wealth Management
Nonprofit
Jeff Beckman, The Salvation Army
Diane Crowley, USA Midwest Province of the Society of Jesus
Steven J. Jerina, Omaha Community Foundation
To complete the Chartered Advisor in Philanthropy program, participants meet for 15 class sessions and must pass three graduate-level courses. The program is administered by The American College in Bryn Mawr, PA, the nation’s leading educator of professionals in the insurance and financial services industry, which provides remote learning opportunities across the country. Locally, 106 advisors have been awarded the CAP® designation since OCF started its interdisciplinary program in 2012.
The Omaha Community Foundation lets good grow in Omaha by helping more than 1,500 donors facilitate their charitable giving. Since the Foundation’s inception in 1982, donors have granted $1.6 billion to area nonprofits, supporting more than 3,000 local charities.