Advisors Embark on 10-Month Philanthropy Certification
The Greater Tacoma Community Foundation is excited to offer a first-its-kind education and certification opportunity for professional advisors in our area. The Chartered Advisor in Philanthropy or CAP is a 10-month program offered through The American College and provides seasoned professionals with the knowledge and tools to help clients articulate and advance their highest aspirations for self, family and society.
This graduate-level class is focused on advancing philanthropy in local communities through a rigorous curriculum that focuses positive social impact when determining clients financial and estate planning goals.
Leading the charge with this effort is GTCF Director of Philanthropic Services, Evelyn Ryberg and joining her in taking this class is:
- Robert Pittman, Law Office of Robert C. Pittman
- Beverly Cox, CFP, Financial Advisor, B. Cox Planning
- A. Colby Parks, A. Colby Parks Attorney at Law P.S.
- Bradley Berger, CFP, CLF, Managing Partner, Cornerstone Financial Strategies, LLC
- Douglas Page, Executive Director for Gift Planning, Pacific Lutheran University
- Rebecca Stay, CFP, Financial Advisor, Morgan Stanley
The CAP course is part of the Foundation’s overarching efforts to provide high-quality philanthropic advising services to donors and our partnering professional advisors in the community. We offer a full spectrum of giving vehicles ensure our donors’ have an enduring legacy and their community dreams and goals are achieved.
If you are interested in taking part in the CAP program in the future or if you have questions about making a philanthropic gift to our community, please contact Evelyn Ryberg.