cb3 tertiary banner

Get Involved

We foster an open and inclusive environment for advisors and donors to engage in social impact.

cb21 lg text callout

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.

cb21 lg text callout

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.