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Chartered Advisor in Philanthropy®

Grow your philanthropic expertise with graduate-level learning

The Chartered Advisor in Philanthropy (CAP®) program is a year-long program offered to professional advisors. It provides participants with 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. During the program, local philanthropists and nonprofit leaders share their real-world experiences and knowledge as guest speakers.

The gold standard in philanthropy

By integrating the professions of law, accounting, financial services, and nonprofit planned giving, the program promotes an interdisciplinary approach to most effectively achieve client goals. The curriculum comes from The American College of Financial Services in King of Prussia, Pennsylvania, the nation’s leading educator of professionals in financial services.

This program is organized by the Omaha Community Foundation and led by former Omaha Community Foundation board member, Mark Weber. Read our interview with Mark about the CAP® program.

Program Summary (PDF)

Program Participants (PDF)

2020 Participants 

In an advisor’s words

“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.”

Interested in earning your CAP® designation?
Kelli Cavey

Director of Donor Services

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