Johnne Syverson CFP, AEP, CAP

Johnne Syverson is the Executive Director of the Charitable Giving Resource Center, LLC. He has professional credentials as a Certified Financial Planner™ (CFP®) Practitioner and is one of only 1,800 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP®). He was one of the first practitioners in the nation to be awarded the Chartered Advisor in Philanthropy® (CAP®) designation.

With over 40 years’ experience in helping individuals integrate philanthropy into their traditional financial and estate planning process, Johnne serves as a resource to nonprofits and professional advisors in the area of charitable tax and estate planning, a strategy that enables individuals to increase their income, reduce taxes, and preserve their estate for their heirs and the charities of their choice. He especially enjoys helping nonprofit organizations to help their donors do more for themselves, their families and their communities through the use of various Gift Planning instruments on an outsourced basis through his affiliation with the National Gift Annuity Foundation.


Appearances