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Chartered Advisor in Philanthropy (CAP)
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Become a Trusted Philanthropic Advisor to Donors and Clients

What Is A Chartered Advisor in Philanthropy®?

The Chartered Advisor in Philanthropy® (CAP®) designation, administered through The American College of Financial Services, 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 through the The American College.

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.  

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


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