Alex Wolf Earns Chartered Advisor in Philanthropy Designation
Koley Jessen Shareholder, Alex Wolf, has earned the Chartered Advisor in Philanthropy (CAP®) designation from the Richard D. Irwin Graduate School of The American College. This unique learning program is facilitated locally by the Omaha Community Foundation and Mark Weber of Silverstone Group,and provides advanced insight into the process of philanthropic planning. CAP® graduates are uniquely qualified to help charitable organizations achieve long-term financial success, and help donors improve their communities by maximizing the effective application of their financial resources to achieve charitable goals.
Program candidates are required to pass three graduate level classes and meet in 16 class sessions throughout the year. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Upon his completion of the program in early 2017, Alex joined Koley Jessen Shareholder, Brandon Hamm, as one of approximately 750 individuals in the United States to have been awarded the CAP® designation.
As a member of Koley Jessen’s Estate and Business Succession Planning Practice Group, Alex assists clients with estate planning and business succession services, which range from preparation of basic wills, trusts, durable powers of attorney and advance directives to working with the most discerning of clients on complex wealth transfer, business continuity and philanthropic planning.