Making a Difference With Philanthropy

Philanthropic Advisor

Chartered Advisor in Philanthropy ®
A chartered advisor in philanthropy is a trained expert in philanthropic giving. An advisor who has this graduate level designation works with clients to help them give in ways that fit their larger financial or estate plan. The CAP ® designation is administered by the American College of Financial Services.

Philanthropic planning refers to creating a comprehensive strategy for charitable giving that aligns with your values, goals, and financial resources.

It starts with your vision and desire to make a difference in a positive way. Then together we develop a plan identifying the most effective and efficient ways to make charitable contributions, considering the tax implications and potential impact on the philanthropic causes you chose to support.