Financial facts and circumstances
are different for each of us Therefore, you need to know how philanthropic planning will benefit you. Consult your own personal advisor and/or search for a member of the Council of Professional Philanthropic Advisors.
What is a Chartered Advisor in Philanthropy (CAP®)?
All Chartered Advisors in Philanthropy are Professional Philanthropic Advisors. Some work for the public and some work for charities. All CAPs have a post graduate certification and can provide financial counsel and financial services using tools of philanthropic planning. The Chartered Advisor in Philanthropy (CAP®) designation is offered by the nonprofit, The American College of Financial Services, and is a three course
masters-level designation for financial advisors and nonprofit gift
planners. Learn more: https://www.theamericancollege.edu/designations-degrees/cap