Thanks to those who attended our Professional Advisors Luncheon
Many thanks to all who attended our Professional Advisors luncheon and conversation with Russell Sullivan. I’m grateful we had the opportunity to connect in person and look forward to many more opportunities to do so – my team will keep you abreast of future events.
In the meantime, I wanted to follow up on the announcement Mary Pat Alcus made at the event – the creation of our Chartered Advisor in Philanthropy Program (CAP). I’ve included some information about the program below. If you are interested in joining us or even just learning more, please contact me at firstname.lastname@example.org (202-955-5890) or Mary Pat Alcus at email@example.com (240-401-2987).
Again, my thanks to all who joined us. Your partnership is vital – by engaging your clients in philanthropy, you are helping make our community a safer, healthier, and more vibrant place to live for all who call it home.
- ➣ It is a specialized education in philanthropy, which will help you to become a more trusted advisor to high-net-worth clients.
- ➣ The Chartered Advisor in Philanthropy (CAP) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society.
- ➣ It is a series of three interesting and relevant graduate-level courses, which may provide the opportunity to earn up to 50 hours of continuing education credit.
- ➣ The CAP program is designed for self-study, but will be enhanced by our study groups. Each course culminates with an objective exam in a local exam center.
- ➣ CFNCR will be forming a multi-disciplinary study group to begin in January 2016 (financial planners/wealth advisors, lawyers, CPAs and non-profit leaders).
- ➣ The group will meet bi-monthly to review and discuss material covered individually.
- ➣ In addition to enhancing the understanding of the material, the study group should build a strong network of professionals that last beyond attainment of the CAP® designation.
- ➣ Several other Community Foundations, and the advisors that they work with, have had great experiences with this model (Pittsburgh, Dallas, Omaha, Palm Beach).