Chartered Advisor in Philanthropy

2016 CHARTERED ADVISOR IN PHILANTHROPY® CLASS

 

The Chartered Advisor in Philanthropy (CAP®) program is a year-long series of graduate level courses that teach professional advisors how to best help clients discover the legacies they will leave their families and community. The program provides professionals with the knowledge and tools needed to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals. By integrating the professions of law, accounting, financial services and planned giving, the Omaha Community Foundation promotes an inter-disciplinary approach to most effectively achieve client goals. The program is organized by the Omaha Community Foundation and led by Omaha Community Foundation board member, Mark Weber, a Principal of SilverStone Group.

The CAP® program involves passing three graduate level courses and meeting in 16 class sessions. The American College, in Bryn Mawr, PA, is the nation’s leading educator of professionals in the insurance and financial services industry providing remote learning throughout the country. Over 1,300 individuals have been awarded the CAP® designation since its inception in 2003.

Local philanthropists and nonprofit leaders share their real world experiences and knowledge during the class. Topics include:

FAMILY GIVING INSIGHTS:

a CEO of a large third generation family owned business shared the inner workings of the foundation established by his grandparents to teach good citizenship and leadership skills to their grandchildren.

PRIVATE FOUNDATION INSIGHTS:

the executive directors of three large private foundations/support organizations talked about the challenges of giving money away effectively while staying true to their mission.

NONPROFIT LEADERSHIP:

a CEO of a nonprofit shared how government cut backs in funding have caused his organization to establish a Planned Giving function to make up the shortfall and the challenges of the transition.

Participant Perspective

“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 of Hiley Hunt Wealth Management


If you are interested in learning more about the Chartered Advisor in Philanthropy (CAP®) program, please contact Matt Darling at (402) 342-3458.

CAP Program Summary Omaha CAP Participants
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