Andrea V. Burckhard earns Chartered Advisor in Philanthropy Designation

Andrea V. Burckhard, earns Chartered Advisor in Philanthropy® Designation

Cookeville, TN, June 1, 2017- Andrea V. Burckhard, Agent with New York Life Insurance has earned the Chartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services, Bryn Mawr, PA.  The CAP® program provides the knowledge and tools needed by professionals in the nonprofit and financial services fields 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 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.  Over 1150 individuals have been awarded the CAP® designation since its inception in 2003.

CAP® graduates are uniquely qualified to bring gift planners and well-chosen advisors together in common purpose to help wealthy families create inspired legacy plans.  In addition, professionals that have earned the Chartered Advisor in Philanthropy® designation help donors improve their communities by maximizing the effective application of their financial resources.

Andrea V. Burckhard, moved her New York Life Insurance offices from Byrdstown to Cookeville, TN in 2007.  Ms. Burckhard has been very successful in the past 10 years in Cookeville, TN using her skills with New York Life Insurance to assist individuals, business owners, professionals, and employers to help Organize.. Plan.. Protect…..their Future.  As a detached Agent, she has been able to successfully build her market in rural and middle Tennessee, by keeping up with current insurance and financial product trends and offering outstanding service.  Andrea has earned a reputation for integrity and for showing true concern for her clients.  By earning the CAP® Designation she will be aligned to work more closely with clients wanting to leave a legacy for their families and communities.  Andrea, is active in several organizations and sits on the board of WCTE, CRMC Foundation, Impact, CityScape, and TTU Library Board.  Andrea and her husband, Terry Burckhard also a New York Life Insurance agent, reside in Cookeville with their twin boys, Grant and Blake.

The American College is the nation’s largest non-profit educational institution devoted to financial services.  Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and other for over 87 years.  The American College’s faculty represents some of the financial services industry’s foremost thought leaders.  For more information, visit TheAmericanCollege.edu.