Carol Whetstone, CAP®
Vice President & Trust Officer of First Federal Bank
Each quarter the Foundation will feature one local professional advisor who has demonstrated a commitment to improving the quality of life in Hancock County.What did you gain from participating in the CAP program?
What did you gain from participating in the CAP program?
The Chartered Advisor in Philanthropy (CAP®) designation earned helped me to think “above the line” in discussing gift planning with clients to think in terms of self, succeeding generations and causes they love. Participating in the program served as a networking group of trusted professionals and provided insightful dialogue.
- How does the community benefit from having CAP certified advisors?
The community receives significant rewards from having individuals with the CAP® designation. As a CAP® advisor, I work closely with clients helping them recognize their life story. Then provide “out of the box” ideas to achieve their goals and to bring their overall plan to life.
- What value do you find as a professional advisor in working with a
community foundation to serve your clients’ needs?
The value in working with a community foundation is that they focus on projects and funding of programs that impact the quality of life for the community’s citizens.
- What do you find most fulfilling about your work?
As a Trust Officer at First Federal Bank, I work closely with individuals and families on a personal level. It is so meaningful when I am able to help them achieve their personal goals in gift planning and helping them preserve their legacy.
- What is your favorite thing about the Findlay community?
I love witnessing the Findlay community perseverance in working towards common goals and their genuine interest in improving the lives of others.