Chartered Advisor in Philanthropy® Study Group

The Chartered Advisor in Philanthropy® (CAP®) designation demonstrates an advisor's commitment to providing a higher level of service and knowledge to help clients articulate and advance their highest aspirations for self, family and society.

What is the CAP® designation?

The CAP® designation provides professional advisors and fundraisers with a common body of knowledge and a shared credential, enabling them 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 group learning experience, building a community of advisors committed to philanthropy throughout our region. Meetings take place at GCF in person from May through December, with the opportunity to participate in (re)CAP, the GCF CAP® Alumni Group.

GCF offers CAP® Study Groups each year to help advisors achieve this goal as part of an annual cohort that learns together during the year, meeting in person from May through December, with the opportunity to participate in (re)CAP, the GCF CAP® alumni group.

 

More Information

Study Group Application


Applications for this year's cohort must be submitted by March 6, 2024.

(re)CAP Alumni Group

GCF celebrates the graduates of its CAP® Study Group, who have made a commitment to philanthropic conversations with clients:

 

Scott M. Barbee

Andrew Hollenkamp

Megan M. Okun

Leah Bobbey

Terrence L. Horan

Thanh Pham

Andrea D. Costa

Krista Keehn

Melanie Prevost

Anna Coutts

Kenny Kinman

Jacob G. Samad

Staci Dennison

Kate Kennedy

Melissa Spievak

Josh Diedrichs

V. Ruth Klette

Brian Stautberg

Karen M. Ecker

Kelli Kurtz

Michelle Steed

R. Daniel Fales

Don Lane

Andy Swallow

Christopher Flores

Mary McFadden Lawson

John P. Tafaro

Mark H. Gaudet

Whitney Maxson

Courtney Weber

Kip Heekin

William Montague

Felicia Zakem

Michael A. Hirschfeld

Suzanne Nelson

Clare Zlatic Blankemeyer

Interested in applying?

Please contact Michele Carey, Director, Professional Advisor Relations, at michele.carey@gcfdn.org.