COMING SOON! Gulf Coast's Second CAP® Study Group Cohort

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

Questions? Please reach out to Kristin Taylor.