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 OPPORTUNITY
Meet the Demand for Charitable Planning
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.
Young investors not working with a financial planner are 2x as likely to prefer one who provides charitable planning services.1
1 Fidelity Charitable. Young Investor Priorities. 2023.
THE KNOWLEDGE GAP
Why Most Advisors Miss the Boat on Philanthropy
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.
21% of advisors see a direct link between philanthropic advice and getting new business, but 72% don’t include philanthropy as part of their initial discussions with clients.2
2 Charities Aid Foundation. Advisors Not Meeting the Needs of Younger Clients Due to Lack of Philanthropy Knowledge. 2024.
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 was a transformative experience. The curriculum provided deep insights into strategic philanthropy, equipping me with the knowledge and tools to help clients align their wealth with their values. I highly recommend this program."
—Dominique Langerman, CAP®
Your Special Offer: Save Nearly $300 on the First Course!
Take the Lead in Philanthropic Planning
Get personalized program information, see how the CAP® can fit into your practice, and claim your exclusive tuition savings now.
Loading...
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 | TheAmericanCollege.edu | 866-640-3748