What Working with a CAP® Can Do For You
Ensure your legacy is in good hands by working with a dedicated professional.
The CAP® Difference
A CAP® is more than an advisor: he or she is a trusted partner committed to helping you achieve your highest aspirations for giving.
Working with a CAP®, you can benefit from a relationship with a specialist who has the knowledge to guide you on all aspects of philanthropic planning.
81% of CAP® designees report notable improvement in their client conversations.1
1 FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.
Customized Strategies
A CAP® will work closely with you to craft a philanthropic strategy that aligns values, priorities, and financial situation.
Tax Optimization
Benefit from expert advice on how to maximize the impact of giving while minimizing tax implications.
Legacy Preservation
Ensure that your legacy endures, leaving a lasting impact on the causes that matter most to you, your loved ones, and those you work with.
Family Harmony
Navigate complex family dynamics to ensure that your philanthropic goals unite your loved ones.
Effective Giving
Discover the most efficient ways to channel resources for maximum societal benefit.
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