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.
Please meet our 2023 Central Florida CAP® Study Graduates!
ORLANDO, FLORIDA – June 01, 2023. The Catholic Foundation of Central Florida in partnership with F4 Wealth Advisors and ShuffieldLowman warmly congratulates our most recent graduates from the CAP® program. Central Florida CAP® (Chartered Advisor in Philanthropy) Study Group. CAP® is a designation provided by The American College of Financial Services which signifies that the student has successfully passed exams for three graduate-level courses of cross-disciplinary curriculum. The curriculum spans and synthesizes the arts and sciences of philanthropic planning including taxation, ethical fundraising, purposeful planning, family dynamics, psychology and strategic philanthropy.
The second cohort graduates increase Central Florida’s CAP® population by 25% and represent a variety of industries within the financial planning world including Wealth Advisors, Estate Planning Advisors, and Non-Profit professionals. During the 9-month program, participants worked through graduate coursework, discussed ideas and experiences, engaged with philanthropy experts across the country and philanthropists here in Central Florida and deepened their knowledge. This knowledge and experience will translate to a larger impact on the Central Florida community through philanthropy.
Kellie Hall, JD
Head of Estate Planning
As the Head of Estate Planning for Biltmore Family Office, Kellie provides integrated and customized advice across all elements of wealth management for ultra-high net worth families with a particular focus on estate and transfer tax planning, fiduciary administration, charitable planning, and succession planning for family businesses. With more than 15 years of experience in both private practice and the family office, Kellie serves as a firm-wide resource on planning, administration, and governance. Kellie began her career as an estate planning attorney in a law firm specializing in transfer tax planning, succession planning, special needs trust planning, and charitable planning. Prior to joining Biltmore Family Office in 2015, Kellie served in a dual role as both a Trust Advisor and Family Wealth Advisor for GenSpring Family Offices. Kellie lives in Orlando with her husband, Barry, a teacher, and her daughter, Charlotte, 7. She is actively engaged in her community, having served on the Board of Central Florida Association for Women Lawyers and the School Board at St. John Vianney Catholic School and is a member of the Central Florida Chapter of One Hundred Women Strong. Kellie was a Harcourt Scholar at Rollins College (’03) and a member of the Law Review at Florida State University College of Law (’06).
Kevin Johnson, MBA
Executive Director
Kevin began his career with Bishop Grady Villas (now Magnify) in 2004 and was appointed Executive Director in 2008. Under his leadership he enhanced the Assisted Living Community services with employment services for the residents and others in the region, assisting them in acquiring competitive employment. He oversaw the expansion of programs through contracts with the Florida Agency for Persons with Disabilities, Florida Division of Vocational Rehabilitation and Social Security Administration Ticket to Work. In 2011 Kevin was named the Florida Assisted Living Association’s Assisted Living Administrator of the Year. He was appointed to the Florida Developmental Disabilities Council in 2015 and reappointed in 2019 now serving as Chair. Kevin also serves as the Past-Chair of the Florida Association of Rehabilitation Facilities as well as on the boards of the National Catholic Partnership on Disability (NCPD Catholic Disability Foundation (CDF) and Morning Star Catholic School. He was awarded the Rollins College Crummer Graduate School of Business Martin Bell Scholarship and completed his Masters in 2018.
Ty McCormack, CFP, AIF, CPFA, MBA, MSF
Senior Wealth Advisor
Ty has been guiding individuals and corporations in financial literacy. Having come of age during the Great Recession he saw first-hand the impact a lack of long-term retirement planning can have in tumultuous times. He was an All-American cross country /track athlete at Auburn and continues to run races and coach. Ty and his bride (pandemic delayed wedding and honeymoon) and dog live in Winter Park. He serves our community through boards such as United Against Poverty, Planned Giving Advisory Councils and practices what he advises as one of the youngest planned giving donors to The Catholic Foundation.
Amanda Livermore, MPS, President
Director of Feasibility Studies
Amanda served as Vice President of Bishop Moore Catholic High School, where she gained impactful leadership skills, and a wealth of experience in relationship building. She went on from Bishop Moore to Cristo Rey. Cristo Rey is a network of college preparatory, career-focused Catholic High Schools that will serve Central Florida students with limited economic resources. Amanda serves as the Director of Feasibility Studies. Amanda is a proud wife and mother of two beautiful children.
Charlie Van Patten, JD
Director of Philanthropy
The Catholic Foundation of Central Florida
Charlie joined our Catholic Foundation team this year after many years working in California in the legal services department of a leading planning and major giving software and marketing company. He coordinates and leads planned giving seminars and meets with donors throughout Central Florida to help them fulfill their philanthropic goals. He is a speaker nationally on major gifts, planned gifts, blended gifts and cryptocurrency. He is a member of the American Council on Gift Annuities’ Rates and Regulation Committee. Prior to entering the field of planned giving, Charlie practiced family law. He earned his juris doctor at Liberty University School of Law where he met his lovely wife.
What Our Partners Are Saying About CAP®
Catholic Foundation of Central Florida President and CEO, Kimberlee Riley is excited about the impact that CAP® is having on our local community: “Our Central Florida CAP® Study Group is modeled after the longest running and most successful Study Group in the country which has shown a correlation between an increase in philanthropy and increase in CAPs in the community. The multi-discipline and multi-sector approach provides unparalleled support for donors to maximize their giving and increase their impact in addressing community needs.”
“The Central Florida CAP® Study Group is for professionals who are already experiencing success and want to take that success to the next level through collaborative work. Earning my CAP® designation and being engaged in this partnership has invigorated me in the work that I do because I can see the benefit with our clients and in our community.” – Greg Meier
“The CAP® designation has helped me to enhance relationships with my clients as we engage more deeply in discussions about their philanthropic aspirations. Increasing our CAP® population in Central Florida will support more donors and philanthropists in taking care of their families while also addressing community issues.” Darrell DeVaney
A special thank you to our philanthropic partners, David Odahowski President and CEO, Edyth Bush Charitable Foundation and Kaori Kuahara Director of Community Engagement and Impact, Edyth Bush Charitable Foundation for their enthusiasm and support.
Again, we celebrate these graduates and look forward to seeing the fruits of their study within our community. Congratulations!
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.”