Your partner in philanthropy. SEE advisor resources
Chartered Advisor in Philanthropy®
Grow your philanthropic expertise with graduate-level learning
The Chartered Advisor in Philanthropy (CAP®) program is a year-long program offered to professional advisors. It provides participants with 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.
During the program, local philanthropists and nonprofit leaders share their real-world experiences and knowledge as guest speakers.
The gold standard in philanthropy
By integrating the professions of law, accounting, financial services, and nonprofit planned giving, the program promotes an interdisciplinary approach to most effectively achieve client goals. The curriculum comes from The American College of Financial Services in King of Prussia, Pennsylvania, the nation’s leading educator of professionals in financial services.
This program is organized by the Omaha Community Foundation and led by former Omaha Community Foundation board member Mark Weber. Read our interview with Mark about challenging legacy expectations. You can also learn more about Mark and the success of the CAP® program in this interview with Planned Giving Today and the Omaha World-Herald.
What can CAP® do for you?
Take a moment to hear some of the program’s graduates share their thoughts on why they joined and the relationships they built.
What they’re saying
“I have found that most people are charitable and would be more so if they know how to effectively support nonprofit organizations without jeopardizing their own security. CAP® has given us the skills to help people explore these ideas and find solutions that cement their own legacies through greater support of the organizations dear to their heart.”
—Jason Hiley, partner and co-founder of Hiley Hunt Wealth Management
» For CAP® Graduates: Connect with participants on LinkedIn.