Professional Advisors
Chartered Advisor in Philanthropy (CAP®)
Elevate your expertise in charitable giving
What is the CAP® Designation?
The American College of Financial Services offers the Chartered Advisor in Philanthropy® (CAP®) designation, equipping professional advisors and development professionals to collaborate effectively with clients on legacy planning, and providing the field with a common body of knowledge and a shared credential. The fully online program synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy. With the CAP® designation, you’ll be able to integrate charitable planning with the donor or client’s overall estate and business workplace plan and help them achieve a positive impact for themselves, their family members, and their community, positioning you as a trusted advisor and partner.
Why join our CAP® Study Group?
- Keep pace with the online learning through regular meetings to discuss material
- Help prepare for the tests with support from colleagues and staff at The Community Foundation, including John Zell, CAP®, Senior Vice President, Development
- Build your local network in the fields of professional advising and philanthropy
- Learn how The Community Foundation can support your clients’ charitable giving goals
The third cohort of our CAP® study group is launching fall 2024. The group will meet every other week from November 2024 through Spring 2025. Please email Socrates Rivers (srivers@jaxcf.org) to join our informational zoom call on October 9th at 4:00 PM to learn more.
Who can benefit from the CAP® Designation?
“The CAP® designation helps set you apart as a professional, and improves your ability to help clients achieve both their philanthropic goals and their financial goals.”
– John Zell, VP of Development, The Community Foundation for Northeast Florida
Here to Help
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