Specialized Expertise for Today’s Philanthropic Advisor
Clients want more from their advisors and gift planners. Our Chartered Advisor in Philanthropy® (CAP®) program offers the specialized expertise you need to help clients identify philanthropic intent and maximize their legacy for lasting impact.
Discover Your True Purpose
Our Purpose School is a twelve-week experience designed to support your personal, professional, and community goals by exploring the role of purpose in your life and how it intersects with social impact and philanthropy.