How to Become a Chartered Advisor in Philanthropy

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Philanthropy issues and concepts word cloud illustration. Word collage concept.
The Chartered Advisor in Philanthropy (CAP ®) program is a year-long series of graduate level courses that teach professionals how to best help clients discover the legacies they will leave their families and community. The program provides professionals with the knowledge and tools needed to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals. 
 
By integrating the professions of law, accounting, financial services, and planned giving, the Cape Coral Community Foundation and Financial Advisors Charitable Fund, promotes an inter-disciplinary approach to most effectively achieve client goals. The program is organized by the Cape Coral Community Foundation, Financial Advisors Charitable Fund, and American College of Financial Services.
 
The CAP ® program involves passing three graduate level courses and meeting in 16 class sessions. The American College, in Bryn Mawr, Pennsylvania, is the nation’s leading educator of professionals in the insurance and financial services industry, providing remote learning throughout the country. Over 1,300 individuals have received the CAP ® designation since its inception in 2003. 
 
Local philanthropists and nonprofit leaders will share their real world experiences and knowledge during the class. Topics include:
 
FAMILY GIVING INSIGHTS
 
The president and CEO of a large third-generation family-owned business will share the inner workings of their family foundation.
 
PRIVATE FOUNDATION INSIGHTS
 
Three fund holders of large donor-advised funds will talk about the challenges of giving money away effectively while staying true to their mission. 
 
NONPROFIT LEADERSHIP
 
The CEO of a nonprofit will share how government cutbacks in funding have caused her organization to establish a Planned Giving function to make up the shortfall and the challenges of the transition.
 
“I have found that most people are charitable and would be more so if they knew how to effectively support nonprofit organizations without jeopardizing their own security. CAP ® will give professional advisors and leaders of nonprofit organizations the skills to help people explore these ideas and find solutions that cement their own legacies through greater support of the organizations near and dear to their hearts.” 
 
-Michael Chatman, President & CEO, Cape Coral Community Foundation, the global center for generosity
 
If you are interested in learning more about the Chartered Advisor in Philanthropy (CAP ®) program and helping donors give non-cash assets, attend the upcoming seminar:
 
 
Date: Thursday, January 12, 2017
Time: 11:30am – 1:30pm
Location: Faith Presbyterian Church Fellowship Hall
                  4544 Coronado Parkway, Cape Coral, FL
 
This seminar is free, but we do ask that you register by calling (239) 542-5594.
 
Can’t attend the seminar? Contact the Cape Coral Community Foundation at 239-542-5594 or email CCCF@CapeCoralCF.org.
 
Classes begin Thursday, March 9, 2017. Space is limited.  Once the seats are gone, they are gone.  Call right away to reserve your space.
 
Cape Coral Community Foundation, based in Cape Coral, Florida, one of Florida’s largest cities, is a comprehensive global center for generosity. With visionary leadership, strategic grantmaking and world-class expertise, we partner with donors to strengthen the common good locally and throughout the world.