In addition to the benefits of collaboration and
networking, Advisors in Philanthropy offers other channels of education
Conference on Philanthropy
The Conference on Philanthropy is packed with presentation
topics and discussions facilitated by some of the best and brightest
minds in our industry.
CAP Intensive Review Course
The Chartered Advisor in Philanthropy (CAP™)
provides you with the knowledge and tools you need to help clients
reach their philanthropic goals, while also meeting their non-charitable
estate planning and wealth management needs. A best practices symposium with
AiP and American College leaders and CAP testing is held just prior to the
Conference on Philanthropy.
Educational webinars and teleconferences from the comfort and
convenience of your office. Lasting about an hour, members and
non-members alike learn tips and strategies from noted professionals in
wealth planning. Registration is required and log in instructions are
emailed to your office in advance.
Regional Networking Meetings with Chapters and PANs
AiP Leaders in Seattle, NY, Denver Orange County and LA have developed
Philanthropic Advisor Networks and hold regional meetings in their
cities with leading philanthropists. Find the regional websites from the Chapters tab in the navigation bar.