Chartered Advisor in Philanthropy®

The CAP® credential is for financial and nonprofit professionals focused on the best strategies for philanthropic planning. In addition to mastering the financial details involved in different forms of charitable giving, CAP® designees gain critical interpersonal skills needed to guide clients and donors from philanthropic aspiration to positive social impact. When you earn the CAP® designation, you’ll gain expertise in: • Applying the best tax strategies, tools, and techniques for charitable giving. • Understanding client or donor goals for self, family, and/or society and putting together holistic financial strategies that meet those goals in the most impactful way possible. • Advising wealthy families on important financial matters, including business exit planning, estate planning, and legacy planning. • Handling gift-planning for nonprofits, including developing six- to eight-figure gifts from high-capacity donors. • Serving Baby Boomers already over 70 and older adults who want to give back during retirement. • Using financial skills and philanthropic planning to make a positive difference in communities and in the world. The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.