The Catholic Foundation and F4 Wealth Advisors are collaborating to do more in our community through philanthropy. We will co-host 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.
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 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 expert speakers.
The CAP® program’s success is in part due to students in cities like Omaha, Dallas, and West Palm Beach who have engaged with CAP® study groups, learning together across their disciplines. CAP® advisors who have participated in study groups have facilitated larger charitable gifts that have helped to address urgent community needs in their respective regions.
Locally, the Central Florida CAP® Study Group will meet 10 times over a nine-month period with sessions lasting 90 minutes. Participants will be selected based on their expertise and the experiences they bring to the group. The inaugural Central Florida CAP® Study Group is forming and will begin in August. The group’s motto is “Doing More Together For Our Community Through Philanthropy.”