Brian Miles earns Chartered Adviser in Philanthropy Designation

By February 11, 2016Uncategorized

Brian Miles, Vice President, recently completed a yearlong program to earn the Chartered Advisor in Philanthropy (CAP) designation.  The program, administered by the American College, was organized locally by the Omaha Community Foundation (OCF) and was led by OCF board member, Mark Weber, a principal of SilverStone Group, Inc.  Fourteen area professionals from the legal, accounting, financial services, and planned giving fields participated in this year’s program.

Through the CAP program, professional advisors learn to 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.

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CAP Group Pic 2-1-2016

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