Gulf Coast CAP® Study Group

  • CAP® Study Group

Gulf Coast's Second CAP® Study Group Cohort

Study Group Start Date: September 2025
Application Deadline: August 1, 2025

 

The Chartered Advisor in Philanthropy (CAP®) Program is a graduate-level program that provides the specialized knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society.

Your learning outcomes will equip you to:

  • Apply the best tax strategies, tools, and techniques for philanthropic goals
  • Understand client or donor goals for self, family members, and/or society
  • Advise wealthy families and family offices on important financial matters, including business exit planning, estate planning, and legacy planning
  • Handle gift planning for nonprofits and high-capacity donors or philanthropists

 

LEARN MORE          APPLY NOW FOR THE STUDY GROUP 

Questions? Please reach out to Elizabeth Welch, J.D.

Scholarships are currently available for aspiring CAP® students through The American College of Financial Services. Learn more about scholarships including deadlines, eligibility, selection criteria, and how to apply here.