Professional Advisors
Chartered Advisor in Philanthropy (CAP®)
Elevate your expertise in charitable giving
What is the CAP® Designation?
The American College of Financial Services offers the Chartered Advisor in Philanthropy® (CAP®) designation, equipping professional advisors and development professionals 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 program synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy. With the CAP® designation, you’ll be able to integrate charitable planning with the donor or client’s overall estate and business workplace plan and help them achieve a positive impact for themselves, their family members, and their community, positioning you as a trusted advisor and partner.
Why join our CAP® Study Group?
- Keep pace with the online learning through regular meetings to discuss material
- Help prepare for the tests with support from colleagues and staff at The Community Foundation, including John Zell, CAP®, Vice President, Development
- Build your local network in the fields of professional advising and philanthropy
- Learn how The Community Foundation can support your clients’ charitable giving goals
We are launching a new study group in fall 2023. The group will meet every other week from November 2023 through Spring 2024.
Who can benefit from the CAP® Designation?
“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, VP of Development, The Community Foundation for Northeast Florida
Here to Help
For more information, contact:
