Last Updated on July 5, 2021 by Tresi Weeks
TRESI WEEKS EARNS CHARTERED ADVISOR IN PHILANTHROPY DESIGNATION
TRESI WEEKS, Attorney with the Weeks Law Firm, PLLC, has earned the CChartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services. The CAP® program provides 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 also meet their estate planning and wealth management goals.
Candidates for the CAP® designation must complete a minimum of three courses in philanthropic studies at the Richard D. Irwin Graduate School 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. Over 1,400 individuals have been awarded the CAP® designation since its inception in 2003.
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.