Staff Earns Chartered Advisor in Philanthropy(CAP ) Designation

Jeff Brull and Jayne Inlow have demonstrated deep knowledge of the philanthropic planning landscape by earning the Chartered Advisor in Philanthropy (CAP ) designation. The CAP is a distinguished mark of excellence recognizing expertise in philanthropic and legacy planning, tax strategies, and financial planning related to charitable giving. This designation reflects the HaysMed Foundation’s commitment to helping individuals and families make a lasting impact on their communities and the causes they care about.

“In a world where legacy planning can be complex and challenging, the CAP designation empowers the Foundation staff to help make informed and impactful decisions,” said Jeff Brull, HaysMed Foundation Executive Director. “The expertise gained through the comprehensive CAP curriculum helps ensure that we are able to work with individuals, families, attorneys, financial planners, and others to design a charitable plan aligned with unique financial goals and priorities.”

Contact the Foundation for a free legacy planning guide to begin the process or for a candid conversation about what is most important to you.