of professionals who have a CAP or required experience in Philanthropic Planning
Welcome to the Council of Professional Philanthropic Advisors Search

 

Why is a Professional Philanthropic Advisor important? 

  • The planning is complicated.
  • The planning requires a holistic approach.  
  • There are hundreds of plans allowed by the relevant Sections of the tax code dealing with philanthropic planning.  

 

The Professional Philanthropic Advisor Search is part of a public education campaign, that includes:

 
 
All Council members are professional philanthropic advisors.
Financial facts and circumstances are different for each of us. Therefore, you need to know how philanthropic planning will benefit you and your favorite charity(s). 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
Professional Philanthropic Advisor Search
 Client Based advisors ARE NOT employed by a charitable organization.
Charity Based advisors ARE employed by charitable organizations.  
Please read this disclaimer before searching: This Advisor Search is available for information purposes only. EANF and the Council gives no warranty of any kind, express or implied with regard to the information, including without limitation any warranty that the particular advisor or organization that you select is qualified to advise on your situation. The information in the individual member’s biographies displayed in the Member Search is provided by the advisors themselves including their specialties.
Disclaimer: The Council of Professional Philanthropic Advisors is a program of the Endow America Network Foundation, Inc. a 501(c)(3) IRC Organization. The Foundation and its programs, including the Council of Professional Philanthropic Advisors, are not directly affiliated with the The American College (CAP® program), or any other institution or organization.
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