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.
Join our info call to learn more about CAP
The Community Foundation is hosting an informational Zoom call to share more about the process of earning the CAP Designation and to share more about our CAP study group.
Wednesday, September 27, at 4 PM
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:
