CAP® Philanthropy

The CAP^® (Chartered Advisor in Philanthropy^®) designation can be earned by completing 3 required graduate-level courses, GS 839, GS 849, and GS 859.

Article of Interest on CAP® Click here to read “The Secret of Giving Well in the Financial Crisis.” Press Release: Philip Cubeta, CLU®, ChFC®, MSFS, CAP® is announced as the new Wallace Endowed Chair in Philanthropy. Audio Clips of Recent AiP Conference CallsClick here and listen to how CAP® makes the practical difference for advisors and charities.

Click here to download our CAP® brochure.

The Chartered Advisor in Philanthropy^® (CAP^®) provides you with the knowledge and tools you need to help clients reach their philanthropic goals, while also meeting their noncharitable estate planning and wealth management needs.

The credential helps to:

• Boost your confidence.

• Add credibility when working with clients and other professional advisors.

• Add value to the services you provide to your clients.

These are graduate-level courses, and you can earn credit toward a Master of Science in Financial Services degree.The CAP^® program is delivered through convenient, self-study courses, which include a comprehensive range of practical case studies and relevant coursework to help you become more effective in your advisory role when working with nonprofit organizations and donors.

Is the CAP^® Program Right for You?
The CAP^® program is designed to assist anyone who advises clients about long-term planning for financial assets, including:

• Attorneys

• CPAs

• Development officers

• Planned giving officers

• Financial planners/wealth advisors

• Insurance professionals

Course Delivery that is Designed for You
Self-study format lets you earn your CAP^® designation your way. Your course tuition includes a study guide with a sample exam and access to special online study tools. The study guide is used in conjunction with one or more course textbooks. Each course concludes with a two-hour exam, administered at more than 4,000 exam centers around the country. CAP^® Curriculum (Get course descriptions here.)
Required Courses (3)
GS 839 Planning for Impact in the Context of Family Wealth
GS 849 Charitable Strategies
GS 859 Gift Planning in a Nonprofit Context

CAP courses have been approved by The Center on Philanthropy at Indiana University for credit in their graduate degree requirements.

The 5-Year Rule:
In order to facilitate timely completion of a student's designation and as part of The College's pledge to offer the most up-to-date material and course offerings, all courses are subject to the 5 Year Rule. For more information on the 5 Year Rule, please click here.Click Here for Additional CAP^® Program RequirementsTuition and Fees
Your tuition includes the study guide, text, access to convenient online learning tools, and your examination.
Admission Fee (one-time, nonrefundable fee for new enrollees at The College): $130
Course Tuition: $1100.00 (per course)
Shipping and Handling: $25 (per course)Three Easy Ways to Register

1. Online Create your user account and register for your course here.
2. Mail or Fax Download the Course Registration (pdf) form here
   and return via mail or fax.
3. Phone Call Mary Ann Roselle at 610-526-1395

All requests for refunds must be made in writing to the Office of Professional Education, The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. The American College will refund your GS course tuition less a $155.00 cancellation fee for 30 days into the quarter for which you are registered. Request Additional Information For additional information on the CAP^® program:

• Send an email, including your full mailing address to MaryAnn.Roselle@TheAmericanCollege.edu

• Call Mary Ann Roselle at 610-526-1395.