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CAP - Chartered Advisor in Philanthropy

What is a CAP® and what can a CAP® do for you?

A CAP® (Chartered Advisor in Philanthropy) is qualified to help you create an inheritance and / or gift plan within your overall financial or estate plan. An inheritance plan will be effective and efficient financially, while also having a positive impact on your family and on the causes you care about.

An inspired inheritance plan begins with a clear understanding of you and your family's personal situation. As such, a CAP® is a qualified advisor who will help you maximize your inheritance plan and / or your charitable giving.

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