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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.
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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.