What is a Chartered Advisor in Philanthropy®?

Those three little letters after my name?

They stand for a big commitment to my clients, my network, and to creating a better world for all of us.

CAP® is the acronym for Chartered Advisor in Philanthropy®, and I am proud to have earned the designation in August 2021.

Through graduate-level, comprehensive coursework with The American College of Financial Services, I have developed additional expertise to:

• advise wealthy families on important financial matters, including gift planning, estate planning, and legacy planning

• apply the best charitable tools, techniques, and tax strategies

• collaborate with a team of advisors to identify lifetime charitable giving capacity

• help identify what matters most and shape giving for greater focus and impact

• elevate personal goals, purpose, and meaning through effective philanthropy

I’m committed to maximizing the impact of philanthropy, and I’m pleased to provide clients with trusted expert advice, insider knowledge, and a passion for success that only a trained philanthropic advisor can provide.

Fun fact: I am the only independent CAP® in my home state of Maine.