Guide Clients in Giving and Leaving a Legacy
With an ongoing wealth transfer, there is growing interest among many Americans to do good with their assets and leave a lasting legacy. You can help your clients achieve their charitable goals while optimizing tax and financial outcomes.
THE KNOWLEDGE GAP
Why Most Advisors Fall Short
Many clients may be seeking guidance on charitable giving, but few advisors feel they have the expertise to help them, or know how to talk to other professionals sitting across the table. “Lack of available training” is consistently cited as the number-one reason why financial professionals fail to offer philanthropic planning services.
More than five in 10 financial professionals offering specialized tax planning services demonstrate only a basic or intermediate level of proficiency in those skills.1
1The American College of Financial Services. Advisor Expertise Study. 2026.
THE OPPORTUNITY
Get True Philanthropic Planning Expertise
More potential clients are seeking guidance on charitable giving — and philanthropy is no longer the sole purview of the aging. There’s growing enthusiasm and interest among millennial and Gen Z investors to ensure they’re doing good with their money, and nearly $82 trillion in wealth is set to transfer to them from baby boomers in the next decade.
55% of clients working with advisors with advanced estate planning expertise are high-net-worth individuals or families.2
2The American College of Financial Services. Advisor Expertise Study. 2026.
THE SOLUTION
Become a CAP®
The Chartered Advisor in Philanthropy® (CAP®) Program is developed by leading experts in philanthropy and financial planning. You’ll learn how to design giving strategies that align with clients’ values and financial goals.
Expertise in charitable trusts, foundations, and donor-advised funds
Strategies to maximize impact and minimize taxes
Engagement with nonprofit gift planners and philanthropic advisors
Help clients avoid costly and irrevocable mistakes and achieve peace of mind with a designation of distinction in philanthropic planning — and a proven track record of success.
of CAP® designees report increased client engagement and satisfaction.3
of designees say the CAP® Program helped them attract new clients.3
3 FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.
"The CAP® Program gave me a window into the experience of not only my donors, but my peers sitting on the other side of the table as nonprofit professionals. I feel better equipped to handle the next level conversations with our clients and use more creative tools to find the greatest possible good for everyone at the table."
—Olivia Burgess, CAP®
Your Special Offer: Save Nearly $600 on the First Course!
Become a Philanthropic Planning Expert
Get personalized program information, see how the CAP® can fit into your practice, and claim your exclusive tuition savings now.
The American College of Financial Services is the nation’s leader in advanced financial planning education. Learn more about the CAP® Program at TheAmericanCollege.edu/CAP.
© The American College of Financial Services
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