New Central Florida CAP® Study Group Cohort Members
A Nine Month Course To Help Change The Direction Of Our Local Community.
Foundation Welcomes 7 New Cohort Members to the 2022 Central Florida CAP® Study Group.
The Catholic Foundation of Central Florida in partnership with F4 Wealth Advisors and Shuffield Lowman proudly welcome 7 new men and women joining our Central Florida CAP® (Chartered Advisor in Philanthropy) Study Group. CAP® is a designation provided by The American College of Financial Services which signifies that the student has successfully passed exams for three graduate-level courses of cross-disciplinary curriculum. The curriculum spans and synthesizes the arts and sciences of philanthropic planning including taxation, ethical fundraising, purposeful planning, family dynamics, psychology and strategic philanthropy.
These dedicated new members of our cohort represent a variety of industries within the financial and estate planning world including Wealth Advisors, Planned Giving Advisors, Estate Attorneys, and Non-Profit professionals. During the nine month program, participants will work through graduate coursework, discuss ideas and experiences, and will deepen their knowledge through a variety of renowned national and regional guest speakers. The journey they are about to take will enhance their skill sets and network to better address our community needs by helping their clients and donors achieve their philanthropic aspirations.
Please meet our 2022 Central Florida CAP® Study Group!
Ty McCormack CFP, AIF, CPFA, MBA, MSF, Wealth Advisor with Aksala Wealth Advisors – Ty has been guiding individuals and corporations in financial literacy. Having come of age during the Great Recession he saw first-hand the impact a lack of long-term retirement planning can have in tumultuous times. He was an All-American cross country /track athlete at Auburn and continues to run races and coach. Ty and his bride (pandemic delayed wedding and honeymoon) and dog live in Winter Park. He serves our community through boards such as United Against Poverty, Planned Giving Advisory Councils and practices what he advises as one of the youngest planned giving donors to The Catholic Foundation.
Christopher (Chris) McGurn, Senior Vice President, Director, Planned Giving Solutions with PNC – Chris oversees a team of planned giving relationship managers and investment professionals ensuring consistent delivery of investment and planned giving advice designed to help people meet their needs. He graduated from Towson University. Chris started his planned giving career with Mercantile Bank and Trust and has also worked in the independent sector and then returned to Mercantile which became part of PNC after an acquisition. He is a speaker and leader in multi-sector associations and is the immediate past chair of the board for the National Association of Charitable Gift Planners and serves our regional chapter through sponsorships and volunteering. He also served as board member and treasurer of the National Capital Gift Planning Council in DC. Chris lives in Jacksonville.
Catherine Steck McManus, President and CEO, Habitat for Humanity of Greater Orlando and Osceola – Catherine has 25 years of Central Florida nonprofit experience. She is an advocate for fair-housing policies and in her role she supports the vision that everyone deserves safe and affordable housing. Under her leadership Habitat for Humanity of Greater Orlando expanded into Osceola County. Catherine was appointed to serve on the Housing For All Workgroup in Orange County. She serves on the board for Habitat for Humanity Florida, US Council for Habitat for Humanity International and Central Florida Regional Housing Trust. She was recognized by OBJ as one of the 2022 Women Who Mean Business and by I4 Business as one of 2019 Central Florida’s Inspired Women Leaders and by Orlando Magazine as one of the 2018 Women of the Year. Catherine is driven to succeed with her desire to take care of her family and her community. She lives with her family in Winter Park.
Phillip Laws, MBA, Director of Philanthropy and Corporate Alliance, Nemours Children’s Health – Phillip is an accomplished corporate executive leader with over 25 years of experience working within the top Fortune 20 companies. In his role at Nemours he engages corporations and donors supporting them with their charitable aspirations. Prior to joining Nemours Phillip held several C-Suite roles including Global Sr. Diversity, Equity and Inclusion Manager with Amazon and Executive Leadership roles with Starbucks Coffee Company. He holds a Masters Degree from Howard University. Phillip and his wife are actively engaged in their church and he also served on the board for Orlando Serve Foundation and is a member of Kappa Alpha Psi, Inc.
Kevin Johnson, MBA, Executive Director, Magnify of Central Florida – Kevin began his career with Bishop Grady Villas (now Magnify) in 2004 and was appointed Executive Director in 2008. Under his leadership he enhanced the Assisted Living Community services with employment services for the residents and others in the region, assisting them in acquiring competitive employment. He oversaw the expansion of programs through contracts with the Florida Agency for Persons with Disabilities, Florida Division of Vocational Rehabilitation and Social Security Administration Ticket to Work. In 2011 Kevin was named the Florida Assisted Living Association’s Assisted Living Administrator of the Year. He was appointed to the Florida Developmental Disabilities Council in 2015 and reappointed in 2019 now serving as Public Policy Committee Chair as well as being on the Executive and Finance committees. Kevin also serves as the Vice-Chair of the Florida Association of Rehabilitation Facilities. He was awarded the Rollins College Crummer Graduate School of Business Martin Bell Scholarship and completed his Masters in 2018.
Charles (Charlie) Van Patten, JD, Director of Philanthropy, The Catholic Foundation of Central Florida – Charlie joined our Catholic Foundation team this year after many years working in California in the legal services department of a leading planning and major giving software and marketing company. He coordinates and leads planned giving seminars and meets with donors throughout Central Florida to help them fulfill their philanthropic goals. Charlie is a speaker nationally on major gifts, planned gifts, blended gifts and cryptocurrency. He is a member of the American Council on Gift Annuities’ Rates and Regulation Committee. Prior to entering the field of planned giving, Charlie practiced family law. He earned his juris doctor at Liberty University School of Law where he met his lovely wife.
Kellie M. Hall, J.D., Wealth Advisor, Biltmore Family Office – Kellie provides integrated and customized advice across all elements of wealth management for client families, including transfer tax planning, wealth transfer and succession planning, fiduciary administration, philanthropy, and governance. With more than 15 years of experience in both private practice and the family office, Kellie serves as a firm-wide resource on advanced estate planning techniques and best practices for fiduciary administration. Kellie began her career as an estate planning attorney in a law firm specializing in transfer tax planning, succession planning, special needs trust planning, and charitable planning. Prior to joining Biltmore in 2015, Kellie served in a dual role as both a Trust Advisor and Family Wealth Advisor for GenSpring Family Offices. Kellie lives in Orlando with her husband, Barry, a teacher, and her daughter, Charlotte, 6. She is actively engaged in her community, having served on the Board of Central Florida Association for Women Lawyers and the School Board at St. John Vianney Catholic School and is a member of the Central Florida Chapter of One Hundred Women Strong. Kellie was a Harcourt Scholar at Rollins College (’03) and a member of the Law Review at Florida State University College of Law (’06).
Our Central Florida CAP® Study Group partners that represent each core discipline for the CAP® designation are Kimberlee Riley, CAP®, President and CEO, The Catholic Foundation of Central Florida, Darrell DeVanney, CFP, CAP®, Founder/Partner F4 Wealth Advisors, and Greg Meier JD, CAP® Partner, ShuffieldLowman.
A special thank you to our philanthropic partners, David Odahowski President and CEO, Edyth Bush Charitable Foundation and Kaori Kuahara Director of Community Engagement and Impact, Edyth Bush Charitable Foundation for their enthusiasm and support.
The Catholic Foundation welcomes all to our 2022 program, and we can’t wait to get to work doing more for our community through philanthropy.