Why Choose a CAP®?
When Working with a CAP®Hhhelp ensure the needs and wishes of the philanthropic donor are met
The CAP® Program, Chartered Advisor in Philanthropy, is a graduate-level program that provides the specialized knowledge to help clients apply the best tax strategies, tools, and techniques for philanthropic goals as well as advise families on important financial matters, including business exit planning, estate planning, and legacy planning.
A CAP® designee can assist by helping to ensure the needs and wishes of the philanthropic donor are met, from understanding the appropriate legal and estate planning tools necessary to pursuing the charitable giving goals of the wealthy to the variety of options available to them for giving.
CAP’s are well-versed in a wide range of philanthropic vehicles like donoradvised funds, private foundations, charitable trusts, and more, enabling them to recommend the best options for your specific situation.
ARE YOU READY?Take The First Step
If you believe you could benefit from working with us, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.