Impactful guidance
Chartered Advisor in Philanthropy® study group
Advise with purpose
The Chartered Advisor in Philanthropy® (CAP®) designation demonstrates an advisor’s commitment to providing a higher level of service and knowledge to help clients advance their highest aspirations for self, family and society.
The CAP® designation provides professional advisors and fundraisers with shared knowledge and credentials to collaborate effectively with clients on charitable giving. The cross-disciplinary curriculum spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy. With the CAP® designation, you can integrate charitable planning with the donor or client’s wealth planning, positioning you as a trusted advisor and partner. The American College of Financial Services awards the CAP® designation through a self-study program.
GCF offers complimentary CAP® study groups each year to provide participants with a small group learning experience, building a community of advisors committed to philanthropy throughout our region. Participants are chosen through an application process.
Meetings take place at GCF in person from late April through December, with the opportunity to participate in (re)CAP, the GCF CAP® Alumni Group.
Applications for the next GCF CAP® study group will be available in early 2027. For more information, please contact Michele Carey, CAP® at [email protected] or 513-768-6171.
Study group information
For additional details about GCF’s CAP® study group, access our info sheet.
