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.


RESOURCES

News, Resources,
& Events

Browse the blog to read stories and insights on meaningful philanthropy  and find out about upcoming events.

Engaging the Rising Generation
Accelerating a Philanthropist’s Impact
A Site Visit Unlocks Potential
Meaningful Philanthropy: a reading list 
What’s the best way to give to charity?
You’re giving generously. Is it all adding up?
Rising Generation: A Philanthropic Learning Journey

RESOURCES

News, Resources,
& Events

Browse the blog to read stories and insights on meaningful philanthropy  and find out about upcoming events.

See All

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