Chartered Advisor in Philanthropy®
A higher level of service to your clients, and community
The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come. Courses provide an insight into the process of philanthropic planning, including, but not limited to, tax, tools and techniques.
Who should consider the CAP® designation?
Experienced advisors whose clients are considering gifts within a financial plan, business exit plan, or estate plan; most of these advisors will have prior credentials, including CLU®, ChFC®, CFP®, MSFS, AEP, JD, LLM or CPA.
Gift planners serving high capacity donors; typically, these are fundraisers in the areas of major gifts or planned gifts. Some may have prior professional credentials. Community foundations and other multi-issue charities, along with established single issue charities, are among those most likely to benefit.
These are graduate-level courses, and, in the process, you can earn credit toward a Master of Science in Financial Services degree.
Planning for Impact in Context of Family Wealth (GS 839)
The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan.
Charitable Giving Strategies (GS 849)
The focus of this course is on charitable tax strategies, tools, and techniques. By the end of this course, students will have the knowledge needed to open a client-specific or donor-specific conversation about the features and benefits of appropriate charitable tools. The student will then be able to convene a planning team, or in simpler cases, close for the gift.
Gift Planning in a Nonprofit Context (GS 859)
The focus of this course is on gift planning for nonprofits. By the end of this course, students should have the knowledge needed to apply the concepts and processes introduced in GS 839 and GS 849 to develop six to eight figure gifts for a specific nonprofit from its highest capacity donors.
CAP® courses have been approved by The Lilly Family School of Philanthropy at Indiana University for credit in their graduate degree requirements.
Tuition (per course): $1,650
Package Price (all three courses): $3,600
Your tuition includes all required study materials, access to convenient online learning tools, your examination, and shipping fees.
Special pricing is available for students employed by non-profit organizations.
Our self-study format lets you earn the CAP® designation on your own time, on your own schedule. Course delivery is via recorded lectures, with inset videos. Your course tuition includes the recorded lectures, self-tests, a sample exam, readings, and textbooks. Each course concludes with a two-hour exam, administered at more than 4,000 exam centers around the country. You will still have access to The College’s expert faculty through online questions.
To receive the CAP® designation, you must successfully complete all three courses, meet experience requirements and ethics standards, and agree to comply with The American College of Financial Services Code of Ethics and Procedures.
To ensure its alumni stay continually updated on what is happening in their profession, The American College of Financial Services requires those who hold certain designations to meet professional recertification requirements.
Sallie B. and William B. Wallace Chair in Philanthropy
Assistant Professor of Philanthropy
Charles Lamont Post Chair of Ethics and the Professions
Assistant Professor of Ethics
Director of the Cary M. Maguire Center for Ethics in Financial Services
Frank M. Engle Distinguished Chair in Economic Security Research
Professor of Investments