In 2016, we announced that Jessica Hovis Smith earned the Chartered Advisor in Philanthropy® (CAP®) designation, but what is it and why is it important to us?
What is a Chartered Advisory in Philanthropy®?
The Chartered Advisory in Philanthropy® designation is granted by the Richard D. Irwin School of The American College, also known as The American College of Financial Services®. The designation is recommended only for experienced advisors who already hold credentials such as Chartered Life Underwriters®, CERTIFIED FINANCIAL PLANNERS™ Professionals, Masters of Science in Financial Services, and CPAs. It is intended for financial planners who want to “help clients articulate and advance their highest aspirations for self, family, and society.”1
Coursework includes master level coursework in:
The CAP® program provides financial advisors and planners with the knowledge and tools to provide high-level philanthropic and charitable planning to clients. It prepares advisors for advanced design, implementation, and management of charitable gift techniques, as well as philanthropic tools including charitable trusts, private foundations, donor-advised funds, pooled income funds, and charitable annuities.
Why is it important to us?
Several years ago, we began to look deeper at our company and our clients. What we ultimately discovered was a deep-seated desire for giving back, and the feelings were frequently shared across our employee and client base. As a company, we made the decision to fuel that desire, and in doing so, the company pivoted toward a new mission:
Empower our clients and team members to think big, make a positive impact in the world and feel the joy of using their wealth, talents, and experience to improve their lives and help others do the same.
The completion of the CAP® designation was the first step to furthering Longview’s mission. In addition to the deeper level education, we have also implemented several initiatives.
Let us know if you are interested in learning more about ways to give back and make an impact.