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