Chartered Advisor in Philanthropy (CAP)

The Chartered Advisor in Philanthropy (CAP) is a professional credential for financial advisors or estate planners who specialize in helping clients strategically allocate their charitable giving. It equips them with knowledge of non-profit work, tax laws, and legacy planning, enabling them to craft personalized giving strategies that align with clients’ values and financial goals. Essentially, CAP professionals guide individuals and families in making meaningful, impactful donations while maximizing tax benefits and ensuring their charitable intentions are fulfilled. It’s a specialized credential that combines financial expertise with a deep understanding of philanthropy.