Why Choose a CAP®?
When Working with a CAP®Hhhelp MEET the needs and wishes of the philanthropic donor
The CAP® Program, Chartered Advisor in Philanthropy, is a graduate-level program that provides the specialized knowledge to help clients apply 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 donors evaluate strategies designed to address their philanthropic objectives, from understanding the appropriate legal and estate planning tools necessary to pursue the charitable giving goals of the wealthy to the variety of options to them for giving.
CAP’s are well-versed in a wide range of philanthropic vehicles like donor advised 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.