Knowledge & Network WEBCAST: The Melton Case Study

Thursday, November 12, 2020

Advice on grant-making for philanthropic impact is often missing in financial planning, even when philanthropy is a big part of a client's estate plan. Join The College's CAP® program director Phil Cubeta for a session that can give you the knowledge you need to identify when strategic grant making advice is needed, or when to reach out to specialists to help provide advice.

Invest in your career with a professional designation.

One of the keys to philanthropic success is proper financial planning. Through the three-course Chartered Advisor in Philanthropy® (CAP®) designation program, you will learn how to help philanthropies maximize their donations and resources. The CAP® is designed for experienced professionals in both the financial services and nonprofit sector, and gives you the power to do more with your career.

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