Professional Advisors
Chartered Advisor in Philanthropy® (CAP®)
Elevate your expertise in charitable giving
The Chartered Advisor in Philanthropy ® (CAP ®) designation for experienced professionals explores the art and science of philanthropy, helping professional advisors to deepen and grow their clients’ legacies. The Community Foundation for Northeast Florida offers CAP ® study groups to complement the fully online courses offered by the American College of Financial Services.
What is the CAP® Designation?
The Chartered Advisor in Philanthropy® (CAP®) program offered by the American College of Financial Services equips professional advisors to collaborate effectively with clients on legacy planning, and providing the field with a common body of knowledge and a shared credential. The fully online graduate-level program synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family office dynamics, and psychology. With the CAP® designation, you’ll be able to integrate charitable planning with the client’s overall estate plan and help them achieve a positive impact for themselves, their family members, and their community, positioning you as a trusted advisor and partner.
“The CAP® designation helps set you apart as a professional, and improves your ability to help clients achieve both their philanthropic goals and their financial goals.”
– John Zell, CAP®, SVP of Development, The Community Foundation for Northeast Florida
Why join our CAP® Study Group?
Pursuing the CAP ® designation involves a rigorous program of study that is fully online. It includes three courses, each with quizzes and a final exam. We host a CAP ® Study Group that offers several benefits to local participants who are seeking the CAP ® designation:
- Engage with colleagues in discussion of the course material and prepare for quizzes and exams with a certified professional
- Build your local network in the fields of professional advising and philanthropy
- Learn how The Community Foundation can support your clients’ charitable giving goals
To learn more, please contact Mary Pat Wallmeyer, Donor Services Officer, at mpwallmeyer@jaxcf.org.
Who can benefit from the CAP® Designation?
The CAP® designation can help advance the careers of financial advisors, attorneys, certified public accountants and others who advise clients on how to maximize the impact of their philanthropy as well as the tax benefits of charitable giving.
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