When and Where?
Typically held immediately preceding AiP Conference
on Philanthropy each spring. Additional fee applies
Who is Invited?
Current CAP®
students and those who already have CAP®
Why Now?
Over the years
CAP® courses were taught and tested at the Advisors in Philanthropy (AiP)
Conference. Now, the lectures have been recorded and few find the
need for a so-called "intensive review.” Instead, people are asking how others
are using the materials. They want to hear best practices and success stories.
So, this year we are making a change to the new Symposium format.
Who will Facilitate?
Phil Cubeta, the
Wallace Chair in Philanthropy, along with Heather Gee, CAP®, and Les Winston, CAP®, along
with other CAP® designees
What will we Discuss?
·
What is
your seat at the planning table?
·
What is
your role at the table?
·
Do you
work across the disciplines as a team?
·
Are you
your client/donor’s trusted advisor?
·
How
have you made an impact in your community?
·
How
have you helped a nonprofit improve their gift planning?
·
Any
questions on tools, tax or techniques?
·
Best
practices?
·
Success
stories?
Exam on Site?
Yes, if you are
taking a CAP® course, you can test on site.
Special AiP Offer
This is an exclusive
AiP member only benefit. As an
introductory offer to all CAP® enrollees or CAP® designees, you are eligible
for a 1-year free associate membership if you have never been a member of
AiP.
To register for
a CAP® course, contact Mary Ann Roselle at The American College. (Phone 610-526-1395)
Register for the Symposium