Megan McMurry, Vice President of Trust and Client Services, recently completed a year-long program to earn the Chartered Advisor in Philanthropy (CAP) professional designation from the Richard D. Irwin Graduate School of The American College. The program was organized locally by the Omaha Community Foundation (OCF) and was led by OCF board member Mark Weber, a principal of SilverStone Group, Inc. A select group of area professionals from the legal, accounting, financial services and planned giving fields were chosen to participate in this year’s program.
Candidates for the CAP designation must complete a minimum of three courses in philanthropic studies and six hours of rigorous, supervised examinations. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools, including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. More than 800 professionals have been awarded the CAP designation since its inception in 2003.
Through the CAP program, professional advisors become uniquely qualified 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.