About CAP®

Developed at The American College of Financial Services, CAP® was founded by Bill and Sallie Wallace. Bill was one of the most admired and revered professionals in the financial services industry who also became a leader in the philanthropic world. Mr. Wallace set out to solve the issues of disparate conversations between estate planning attorneys and wealth/financial advisors and their clients and nonprofits and their donors. By opening the doors of communication and collaboration between the nonprofits, philanthropists, and advisors, Wallace knew that so much more good could be accomplished.

About Central Florida cap® Study group

The Central Florida CAP Study Group is a private/public partnership collaborating across sectors and disciplines to do more in our community through philanthropy. The Catholic Foundation, F4 Wealth Advisors and ShuffiedLowman are co-hosting study groups designed to bring together client-facing advisors and nonprofit executives to earn the Chartered Advisor in Philanthropy (CAP®) designation provided by The American College of Financial Services. This designation signifies that the student has successfully passed exams for three graduate-level courses.

Students register with The American College of Financial Services for the CAP courses and our partnership assists with coordinating the windows for exam schedules and hosting nine monthly meetings including a graduation and networking opportuntiies. Cohort size is limited to facilitate lively interactions which recap course materials, highlight actual experiences and engage national and regional speakers with cohort members.

The Catholic Foundation provides partial scholarships for Catholic nonprofit professionals.  Our partnership is grateful for the generous grant provided by Edyth Bush Charitable Foundation supporting our meetings, graduation and partial scholarships for Central Florida nonprofit executives.

Read about our previous graduates!

They have increased our Orlando-area CAPs by more than 60% providing enhanced advisory services to our regional philanthropists


Interested In Joining the Central Florida CAP® Study Group?

Learn more about how you can benefit our community and differentiate your services by earning the CAP® designation with the next Central Florida CAP Study Group launching in August 2022. The Study Group is intentionally small allowing for an elite and diverse mix of each discipline and intimate conversations with national and regional speakers. A partial scholarship for the Central Florida CAP Study Group has been made possible by support from Edyth Bush Charitable Foundation, for more information please contact one of the partners:

The Catholic Foundation, Kimberlee Riley
F4 Wealth Advisors, Darrell DeVaney
ShuffieldLowman, Greg Meier

Each year the Central Florida CAP® Study Group will engage multi-sector, client-facing advisors and nonprofit executives to discuss ideas, experiences and coursework focused on improving philanthropy in our Central Florida community for generations to come. Study sessions will enhance learning specifically about our region and our donors with an exchange of ideas and opportunities to meet donors and national and regional speakers. Regional existing CAP®s may join the cohort for sessions and NightCAP®s to develop a collaborative network of professionals to support those we serve by elevating their philanthropic aspirations for greater purpose and outcome. The group’s motto is “Doing More Together For Our Community Through Philanthropy.”


 

Meet the 2022 Central Florida CAP Study Group

Kellie Hall

Wealth Advisor

Biltmore Family Office

Kevin Johnson

Executive Director

Magnify Florida 

Ty McCormack

Senior Wealth Advisor

Aksala Wealth Advisors

Phillip Laws

Director of Philanthropy

Corporate Alliance – Nemours Children’s Health

Amanda Livermore

Feasibility Study Director

Cristo Rey

Charlie Van Patten

Director of Philanthropy

The Catholic Foundation of Central Florida