Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 147 professional advisors bring philanthropic expertise to clients. We are welcoming 16 new participants to this yearlong program.

CAP® features a series of courses that teach professional advisors how to best help clients discover the legacies they will leave their families and community. It also provides professionals with the knowledge and tools needed to help clients reach their charitable giving objectives while helping them meet their estate planning and wealth management goals.

Look for advisors with the CAP® designation to apply the best tax strategies to accomplish your philanthropic goals.

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