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CAP® (Chartered Advisor in Philanthropy®)

Overview:

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.

Educational Requirements:

Requires three graduate-level courses: Planning for Impact in the Context of Family Wealth; Charitable Strategies; and Gift Planning in a Nonprofit Context.

Prerequisites/Experience:

Requires three-years of full-time, relevant business experience.

Ethics:

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.

Examinations:

Requires three closed-book, course-specific, two-hour proctored exams.

Continuing Education:

30 hours of continuing education (including 1 ethics) credits every two years.

Enforcement:

Designation may be removed for unethical conduct through the certification committee of The American College’s Board of Trustees.

Accreditation:

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.

Issuing Institution:

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.
View the brochure
TheAmericanCollege.edu/CAP



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.

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