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Advisors in Philanthropy

Become a Trusted Philanthropic Advisor to Donors and Clients

What Is A Chartered Advisor in Philanthropy®?The Chartered Advisor in Philanthropy® (CAP®) designation demonstrates you have the knowledge and tools to help clients articulate and advance their highest aspirations for self, family and society.

The CAP® program consists of graduate-level courses which can be used for credit toward a Master of Science in Financial Services degree. The CAP® program is designed for self-study, leading to an objective exam in a local exam center.

Learn more about the CAP® program at the The American College website.

CAP® scholarships are currently available from the AiP Foundation. Learn More.

All around the country, advisors and nonprofit professionals are coming together in CAP® Study Groups to build a network of trusted professionals who will work collaboratively to develop the vision of their clients and donors.Upon earning the CAP® designation, these professionals are equipped to take their seat at the planning table where wealthy families plan their legacies.

The First National Online CAP ®Study Group Starts January 2015

We have found that the time advisors and nonprofit professionals spend together sharing experiences, expertise and insights becomes the highlight of taking the CAP® courses in this setting. That’s why AiP is teaming up with the American College to offer the first National CAP® Online Study Group, to engage professionals from many sides of the planning table in conversation. The Study Group is

divided into three courses. Each course will meet virtually every other week for 5 sessions beginning January 2015. Upon completion of all three courses, participants can take the CAP® exam to earn their designation.

Learn more about the CAP® program and the online study group by listening to thispre-recorded webinarled by the online study group facilitator, Sally Alspaugh, CAP®.  

To register, call Elaine Gulezian, The American College at 610-526-1479.   Don't delay, the course is close to  filling up.

CAP Study Groups:

"The CAP Study Group classes are outstanding and being a part of the group is one of the best things I have ever done professionally. Too bad each session only allows for two hours – just when we get started, it is over, with so much more ground to cover. The discussions are lively, and within two weeks the information from the reading and the sessions have added a whole new dimension to how I communicate – and listen – to our wealth holders. The caliber of participants and level of expertise is just top notch, and everyone in the class has an awful lot to contribute and offer. The range of the experience is extensive, as it is much larger in breadth and scope than what is covered by participation in other professional groups”. –Diane A. Bergner, Director of Development, Kravis Center for the Performing Arts, West Palm Beach, FL

Category: Advisor

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