MEET THE CHARTERED ADVISOR IN PHILANTHROPY® PROFESSIONALS IN YOUR AREA
Chartered Advisor in Philanthropy
The CAP® program provides professionals in the not-for-profit and financial fields that work with individuals and families in the development and implementation of philanthropic programs with the knowledge and tools needed to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals.
Candidates for the CAP® designation must complete a minimum of three graduate courses in philanthropic studies at the 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 including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities.
Professionals that have earned the Chartered Advisor in Philanthropy® designation help their donors and clients improve their communities by maximizing the effective application of their financial resources. CAP® graduates are uniquely qualified to help charitable organizations achieve long-term financial success.
Fred Smith, MPA, CAP®
Vice President of Community Partnerships
Fred Smith says, there is a great quote by Nelson Henderson that says “the true meaning of life is to plant trees, under whose shade you do not expect to sit”. Nature reminds us of the resilience and power of a seed. It has the unique ability to represent both the present and future. So do the dreams, goals, and philanthropic aspirations of our donors. Graduating from the CAP® program has assisted me in helping our donors fulfill their dreams, goals, and philanthropic aspirations.
You may reach Fred by calling 256-231-5160, ext. 26 or by email.
MEET OUR
Bridge Builders
Each year the Community Foundation of Northeast Alabama Board of Trustees proudly awards the Bridge Builder Certificate to professional advisors who have partnered with us in connecting donor generosity with community needs.
2014
Rodney Gibson - CPA
Christopher M. Hopkins - Attorney
James M. Campbell - Attorney
Sara Robinson Higgins - Attorney
William A. Julian - CPA
John W. Owens - CPA
George D. Robinson - Attorney
2015
None recognized
2016
Charles C. Turner - Attorney
Albert L. Shumaker - Attorney
William E. Hereford - Attorney
2017
Roger Killian - Attorney
Tina Roberts - Attorney
Forrest French - Realtor
Morgan Lavender - Insurance Representative
2018
The Honorable Randall L. Cole - Attorney
The Honorable Brenda S. Stedham - Attorney
2024
Todd Frederick - Attorney
Drew W. Senter - Attorney
2019
The Honorable John Rochester - Attorney
Mollie Seymour - Trust Advisor
Wallace Lyons - CPA
Nathan Turley - Investment Advisor
2020
The Honorable Virginia Hopkins – Federal Judge,
United States District Court,
North District of Alabama
Lisa Green – State Farm Insurance
The Honorable Malcolm Street Jr. – Circuit Judge, Alabama 7th Judicial Circuit
Wes Carlson – Financial Advisor
2021
Meg W. Clements – Attorney
Stephen J. LaFollette – Financial Advisor
Melanie L. Nichols – Financial Advisor
Gary Stanko – Attorney
2022
William Henry Agee – Attorney
Isaac J. Brown – Investment Advisor
Alicia Guyton – Investment Advisor
2023
Robert Folsom – Attorney
James L. Stirling, Jr – Attorney
Chris Frank – Financial Advisor
Kelsey Ridge – Financial Advisor
Justin Marsh – Investment Advisor
Don Ledford – Investment Advisor
The Honorable William Allen Millican,
Circuit Judge, Etowah County – Retired
W. G. Scott Burleson, Jr. – Certified Public Accountant
Anna L. Berry
