The Catholic Foundation and F4 Wealth Advisors are collaborating to do more in our community through philanthropy. We are co-hosting annual 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 the three graduate-level courses. CAP® – they are only three little letters but they stand for a big commitment to our clients and donors, our professional network, and our Central Florida community. Our work is more important than ever!

Each year the Central Florida CAP® Study Group will engage multi-sector, client-facing advisors including local wealth managers, estate attorneys, private bankers, insurance advisors, certified public accountants and nonprofit executives to create a holistic network that can help clients and donors achieve their philanthropic aspirations and establish their charitable legacies. The study group will provide professionals from a range of disciplines with a forum 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.

The CAP® program’s success is in part due to students in cities like Omaha and Dallas who have engaged with CAP® study groups, learning together across their disciplines. CAP® advisors who have participated in study groups have supported donors with larger charitable gifts that have helped to address urgent community needs in their respective regions.

The Central Florida CAP® Study Group will include 6-8 members growing our community network of CAP® professionals more than 20% each year. The cohort will meet 10 times over a nine-month period with sessions lasting 90 minutes. The inaugural Central Florida CAP® Study Group has formed with coursework started and study group sessions beginning in August. Regional existing CAP®s will 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.”

For more information, please contact: Kimberlee Riley, CAP®, President & CEO or call 407-341-6298 / Darrell DeVaney Founder of F4 Wealth Advisors or call 407-960-4769.

 

Meet Central Florida's Inaugural CAP® Study Group

Darrell DeVaney, CFP

Founder and Partner

F4 Wealth Advisors

Rob Thomson, CFP, PFS, AIF

Chief Investment Officer

Trivergent Trust Company

Aaron Bert, CFP, AIF

Investment Advisory Representative

Certified Financial Group, Inc.

Wendy Mara, JD

Founder

Mara Law, PA

Greg Meier, JD

Partner

ShuffieldLowman

Amanda Livermore

Vice President

Bishop Moore Catholic High School

Jose R. Sola, MSBI

Director of Digital Philanthropy

The Catholic Foundation of Central Florida