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About The College | Press

Welcome Paul Caspersen, CFP^®, AEP^®, MS!

July 23, 2025

Philanthropic Planning | Press

New Donor-Advised Fund Professional Certificate Program

January 02, 2025

Philanthropic Planning | Insights

Ambassadors Discuss Donor-Advised Funds and More at FinServe Summit

November 26, 2024

Philanthropic Planning | Insights

How CAP^® Study Groups Are Fueling Philanthropic Communities

November 25, 2024

Philanthropic Planning | Podcasts

Making an Impact Through Philanthropic Planning

By Joellen Meckley

November 18, 2024

Philanthropic Planning | Insights

Planned Giving With an Impact

November 15, 2024

Philanthropic Planning | Insights

Discovering the Realities of Planned Giving

October 30, 2024

Ethics In Financial Services Philanthropic Planning | Insights

How to View Ethics Through the Lens of Philanthropic Planning

September 30, 2024

Philanthropic Planning Tax Planning | Insights

Making a Tax Plan for Planned Giving

August 30, 2024

Practice Management Philanthropic Planning Retirement Planning | Insights

FinServe Ambassador Charts Career Evolution Through Specialization

June 25, 2024

Philanthropic Planning | Insights

Dien Yuen Joins the Be Giving Podcast

November 10, 2023

Philanthropic Planning | News

The Many Ways to Leave a Legacy, with ACFS President George Nichols III

May 17, 2023

Philanthropic Planning | Insights

FinServe Network Advisors Explore the Future of Philanthropy

April 18, 2023

Philanthropic Planning | Research

Mapping the Future of Philanthropic Advising

October 01, 2022

Philanthropic Planning | News

A Conversation with Dien Yuen, JD/LLM, CAP^®, AEP^®

September 06, 2022

Philanthropic Planning | Research

Philanthropic Advisors in the 21st Century

May 01, 2022