Scholarships for Chartered Advisor in Philanthropy (CAP)A limited number of scholarships are available and determined on a monthly basis. For all criteria and more information on how to apply, click on the scholarship application below.
April, 2013 Update - Since 2010, eighty-four (84) $500 incentive scholarships have been granted by AiPF. To date we have created awareness, granted scholarships and have helped educate 42 gift planners from Community Foundations and Community Benefit Organizations and 17 are now chartered. Phil Cubeta, Chair in Philanthropy at The American College said: "Your scholarships make a real difference in helping certain students make the decision to enroll. Those who need education the most, often do not have the funds to get it. Often, if they work for a nonprofit they are not reimbursed. So, the scholarships have helped the program enormously, particularly in helping us attract nonprofit students.” AiPF has also granted scholarships to 42 financial planners, attorney and/or insurance professionals and 21 have become Chartered to date.
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CAP Scholarships ~ How it All Started:
In 2010, AiPF was named a recipient of the Eva Marder Charitable Remainder
Trust. The
donation was earmarked specifically for $500 CAP Scholarships
and allowed the Foundation to award 68 scholarships. Approximately 32 individuals have sucessfully completed the CAP program as of Nov. 2012.
Les Winston, AiPF President, gave us the story behind the Eva Marder Charitable Remainder Trust gift:
Eva
Marder was a hard working retail merchant alongside her husband David.
For many years, they owned a ladies wear store near Lincoln Road on what
is today known as South Beach, Florida. The business was successful and
operated until they retired in 1981. Evie's life was thrown into
upheaval when David died soon after retirement, and she was left alone
to handle everything that had been done by David for all the years they
were married.
I met Evie in 2000 through a referral from a
client. Evie was 85 at the time and had been managing her own plans and
investments. She had recently gone through some medical issues, and she
became very anxious about her future.
I began advising Evie and
together we reached a plan that would do everything Evie wanted. I spent
many delightful hours with this affable, good humored, and generous
lady. Evie used to refer to me as the son she never had, and I was happy
to be her "most" trusted advisor. Many times, she would thank me for
how relieved and calm she felt about her future.
In 2005, I told
Evie about the CAP designation I had earned from the American College.
Evie said, "what did you need that for, you did all of that for me
already". I explained that it took me 20 years to learn by my own
experiences, what could now be taught in a three year course. That
must have impressed Mrs. Marder because just prior to her passing in
2009 at age 94, Evie made the AIP Foundation the sole beneficiary of the
Eva Marder Charitable Remainder Trust for purposes of endowing
scholarships for the CAP designation. She said at the time," I hope this
will make more (advisors) like you".
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