|AWARENESS: Further Resources – Establishing the need for conversations about family wealth and the importance of philanthropy in successful wealth transfer. (pdf)|
|EXPLORING: Further Resources – Important questions to ask your clients in order to reveal their philanthropic goals. (pdf)|
|TOOLS: Further Resources – How to assess needs, opportunities, and options for use of charitable tool. (pdf)|
|ACTION: Further Resources – Practical steps for families to become inspired givers. (pdf)|
Become a Trusted Philanthropic Advisor to Donors and Clients
The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and skills needed to help clients and donors achieve their highest aspirations for self, family, and society. CAP scholarships are currently available from the AiP Foundation. Learn More.
The CAP® program is designed for self-study, leading to an objective exam in a local exam center. All courses include pre-recorded lectures in which the professor who created the course, Phil Cubeta, guides you through the material step by step. It is like having your own private tutor. And, you can review these lectures at your convenience, any time day or night.
Study groups are forming all around the country. To learn more about the CAP programs and to join (or start) a study group in your area, contact the AiP Office.
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