Pursue a Chartered Advisor in Philanthropy designation.
The Pittsburgh Foundation partners with the American College of Financial Services in Philadelphia to offer group study opportunities and peer support to local professional financial advisors earning the Chartered Advisor in Philanthropy designation. The course is the first of its kind in western Pennsylvania and is designed to provide you with knowledge and credentialing to achieve your clients' philanthropic goals. Because the three CAP® courses are graduate-level, you can earn credit towards a Master of Science in Financial Services degree while pursuing the designation. Space is limited to 10 participants per class. You will gain a deeper understanding of:
- Cross-generational engagement and stewardship.
- Next-generation and successor-advisor education.
- Investment advisor training and outreach .
- Consulting for local private foundations (grantmaking, sunsetting and terminating services).
- Legacy planning.
- Family meeting facilitation.
- Philanthropic planning.
- Tax tools and techniques.
The Chartered Advisor in Philanthropy course provides you with the knowledge and skills needed to help clients achieve their highest aspirations for themselves, their families and their communities. This positions you as a confidante that your clients can turn to as they consider charitable giving as part of their overall financial plan. You will be fully prepared to integrate gift planning with estate planning, business succession planning and investment advisory services. Most important, you will be known as a leader whose legacy will live for generations via your clients.
For more information about becoming a Chartered Advisor in Philanthropy, please contact Amy Razem at 412-394-4291 or at razema [at] pghfdn.org (razema[at]pghfdn[dot]org).
And download the Chartered Advisor in Philanthropy Application: