Chartered Advisor in Philanthropy®

The CAP® designation is designed to bring advisors and nonprofit gift planners together to serve clients who want to plan not only for their own financial security and that of their heirs, but also to make a difference in the world. CAP® is accepted as the mark of an advisor or gift planner committed to helping those who want to give wisely and well. CAP® designees are committed to professional and ethical best practices and must recertify this commitment annually.

Effective September 1, 2020, CFGC Executive Director Julianne Buck has earned this CAP® designation.

Please click here to read more on the American College of Financial Services website.