Key Impact Findings
Several statistics from the Omaha Community Foundation and The American College of Financial Services also highlight the benefits of the CAP® Program and community groups on both the members and the communities they are part of.
Members graduated from the CAP® program at a rate of 100%
Members facilitated over $9 billion in current and future charitable commitments1
In 2023, the average size of an account opened with the Omaha Community Foundation by a CAP® advisor is about seven times larger than the average of a non-CAP® advisor2
58% said they would have preferred to participate in a study group had one been available3
95% say the CAP® improved their ability to deliver advice on charitable giving strategies4
These organizations and the designation itself are capable of making a significant impact in communities, and this goes beyond statistics. The cooperation of numerous advisors working together improves communication among members.
By networking and studying together, philanthropic advisors in the community come to know one another, share effective strategies with each other, and work together to help clients reach their financial goals. According to Mark Weber, JD, MSFS, CLU®, ChFC®, CAP®, Omaha Community Foundation’s study group program facilitator, the prevalence of CAP® alumni in the community makes Omaha a more charitable place.
1 Omaha Community Foundation. 2019.
2 Omaha Community Foundation. 2023.
3 Philanthropic Advisors in the 21st Century: A Look at the Chartered Advisor in Philanthropy® (CAP®) Designation. The American College of Financial Services. 2022.
4 FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.
Contact us to learn how to start a new community group or revitalize an existing one.
Participation in a CAP® Community Group is entirely voluntary & not required to participate in/earn the CAP® designation. CAP® Community Groups are independent of, and not managed or endorsed by, The American College beyond making introductions. CAP® Community Group participants assume any and all risks of participation and agree that The American College and its employees and agents are not liable for any loss or damage incurred as a result of participation in a CAP® Community Group.
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The American College of Financial Services is committed to equal access to its educational programs, facilities, and employment for all persons, regardless of race, color, sex, disability, age, religion, national or ethnic origin, or any other protections afforded by applicable laws. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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