To mark the milestone of awarding our 100th scholarship, we interviewed our 1st scholarship recipient, Ginni Galicinao, CAP®, to see how she's using her CAP® Designation.
CAP® Scholarships ~ How it All Started:
In 2010, AiPF was named a recipient of the Eva Marder Charitable Remainder
donation was earmarked specifically for $500 CAP® Scholarships
and allowed the Foundation to award 68 scholarships. Les Winston, AiPF President, gave us the story behind the Eva Marder Charitable Remainder Trust gift:
Marder was a hard working retail merchant alongside her husband David.
For many years, they owned a ladies wear store near Lincoln Road on what
is today known as South Beach, Florida. The business was successful and
operated until they retired in 1981. Evie's life was thrown into
upheaval when David died soon after retirement, and she was left alone
to handle everything that had been done by David for all the years they
I met Evie in 2000 through a referral from a
client. Evie was 85 at the time and had been managing her own plans and
investments. She had recently gone through some medical issues, and she
became very anxious about her future.
I began advising Evie and
together we reached a plan that would do everything Evie wanted. I spent
many delightful hours with this affable, good humored, and generous
lady. Evie used to refer to me as the son she never had, and I was happy
to be her most trusted advisor. Many times, she would thank me for
how relieved and calm she felt about her future.
In 2005, I told
Evie about the CAP® designation I had earned from the American College.
Evie said, "what did you need that for, you did all of that for me
already". I explained that it took me 20 years to learn by my own
experiences, what could now be taught in a three year course. That
must have impressed Evie because just prior to her passing in
2009 at age 94, Evie made the AIP Foundation the sole beneficiary of the
Eva Marder Charitable Remainder Trust for purposes of endowing
scholarships for the CAP designation. She said at the time,"I hope this
will make more (advisors) like you".