News for Professional Advisors

Tips for Smarter Giving: We Know Philanthropy

Together, our staff holds decades of experience in philanthropic planning and countless hours of specialized training. “We are students of philanthropy,” said Nate Dally, Philanthropic Advisor, “and we want to help people experience the joy of giving.”

Patrick Gale, Vice President for Community Investment, is our newly minted Chartered Advisor in Philanthropy (CAP®). Joining the ranks of Vice President for Philanthropy, Mary Kolsrud, and President, Andy Patterson, in receiving this designation, Gale is excited to use what he has learned through this program, and in his 18 years at the Foundation, to help donors make an impact.

The CAP® program, developed by the American College of Financial Services, consists of graduate-level coursework designed to give participants the knowledge and tools needed to help families and individuals make their charitable goals a reality.

CAP® graduates have specialized expertise in donating assets from the sale of a business or other complex giving solutions, as well as estate and legacy giving, while making sure to reap the maximum tax benefits in the process.

Focusing on effective communication surrounding family philanthropy, Patterson and Dally have both completed specialized training from 21/64, a nonprofit dedicated to providing professionals with a proven approach to help donors hone in on the causes that speak to them.

Families are complex and unique, and including a trained advisor in the family giving process can be invaluable to navigate differences in charitable goals. The 21/64 training specializes in helping family members from different generations collaborate effectively when it comes to long-term plans and philanthropic goals.

If your clients are thinking about the next steps in your philanthropic journey, we are here to help, every step of the way.

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