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.
We are launching a new study group in fall 2023. The group will meet every other week from November 2023 through Spring 2024.
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
“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
"*" indicates required fields