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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.

What can the CAP® program 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.

Program Summary (PDF)

Program Participants (PDF)
2021 Participants 
CONNECT WITH PARTICIPANTS (Linkedin)
omaha World-herald: a meaningful legacy

In an advisor’s words

“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.”

Interested in earning your CAP® designation?
Kelli Cavey

Vice President of Donor Services
402-614-9510
kelli@omahafoundation.org

Join the Giving

You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.