16 Local Professionals Complete CAP® Program

Sixteen 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; www.omahafoundation.org) 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 objectives.

To complete the Chartered Advisor in Philanthropy program, participants meet for 16 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.