• Linda Grizely Earns Chartered Advisor in Philanthropy Designation

    Linda Grizely of Weyers McKeever Financial Partners, has earned the Chartered Advisor in Philanthropy® (CAP®) professional designation through the American College of Financial Services. This graduate level program provides professionals with the knowledge and tools needed by professionals in the nonprofit and financial services fields in order to help clients reach their charitable giving objectives and estate planning and wealth management goals.

    Candidates for the CAPÒ designation must complete a minimum of three courses in philanthropic studies and six hours of rigorous, supervised written examinations. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools that include charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities.

    CAP® graduates are uniquely qualified to bring together gift planners and well-chosen advisors in the common purpose to help wealthy families create inspired legacy plans. In addition, professionals who have earned the Chartered Advisor in Philanthropy® designation help donors improve their communities by maximizing the effective application of their financial resources.

    The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers many prestigious financial planning designations. For more information, visit TheAmericanCollege.edu

    Weyers McKeever Financial Partners is located on route 31 in Lake in the Hills, just between Crystal Lake and Algonquin. They provide holistic financial services through leadership, creativity, collaboration, and a proven team process which they believe results in financial confidence and clarity for their clients. For more information visit www.weyersmckeeverfinancialpartners.com or call 815-455-5292    TC109298(0819)
     
     

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