Being a Chartered Advisor in Philanthropy (CAP)

The philanthropic advising field is growing and there are many "philanthropic advisors" now. Some philanthropy advisors work in community foundations, financial and wealth management firms, and non-profits, helping clients or donors reach their philanthropic goals. Other advisors, like Sean Stannard-Stockton, started their own philanthropic advising firms to help philanthropists give more strategically. Unlike attorneys, accountants or doctors, philanthropic advising is not a licensed profession. 

As the philanthropic advising field continues to grow and evolve, individuals wanting to learn the tools and strategies used in philanthropic planning can complete the Chartered Advisor in Philanthropy (CAP) program. The CAP program is offered by The American College and consists of three graduate-level courses and six hours of examinations.

I hold the CAP designation and I think the certification is an important part of my work with donors and clients and in building the philanthropic field. The CAP program started in 2003 and there are about 350 of us now with the designation. Two of my Asian American friends are currently enrolled in the program. If you are interested in learning more about the program, please feel free to email me.

Professor Phil Cubeta, CLU, ChFC, MSFS, CAP, is the Sallie B. and William B. Wallace Endowed Chair in Philanthropy and oversees the program. He writes on Gift Hub, What it Means to be a Chartered Advisor in Philanthropy.

 

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