CAP® (Chartered Advisor in Philanthropy®)
The advisor earning the CAP® designation has taken three courses in philanthropy covering various impacts of planning for family wealth, charitable giving, and gift planning for non-profits. The courses are offered through the Irwin Graduate School of The American College.
Requires three graduate-level courses: Planning for Impact in the Context of Family Wealth; Charitable Strategies; and Gift Planning in a Nonprofit Context.
Requires three-years of full-time, relevant business experience.
Must adhere to The American College’s Code of Ethics, which includes the following professional pledge: “I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.” Must also subscribe to at least one of the following:
- The Code of Ethical Principles and Standards of Professional Practice of the Association of Fundraising Professionals (AFP)
- The Model Standards of Practice for the Charitable Gift Planner adopted by the National Committee on Planned Giving (NCPG) and The American Council on Gift Annuities (ACGA).
CAP® designees must also subscribe in writing to the provisions of The Donor Bill of Rights.
Requires three closed-book, course-specific, two-hour proctored exams.
30 hours of continuing education (including 1 ethics) credits every two years.
Designation may be removed for unethical conduct through the certification committee of The American College’s Board of Trustees.
The American College has the highest level of educational accreditation—regional accreditation—through the Middle States Commission on Higher Education.
File a Complaint about a Designee:
You may file a complaint in writing to: The Registrar; The American College; 270 S. Bryn Mawr Ave; Bryn Mawr, PA, 19010 or by emailing Registrar@TheAmericanCollege.edu.
The American College, an accredited non-profit educational institution with an 84-year heritage, confers the CAP®. The College has a full-time faculty of industry experts and is the leading educator of financial professionals in the United States.
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Note: The American College is providing this information as a public service. It is correct to the best of our knowledge, but we neither guarantee its accuracy nor endorse any credentials for which we are not responsible as a credentialing organization.