The Chartered Advisor in Philanthropy (CAP®) professional designation consists of a yearlong program offered by the Richard D. Irwin Graduate School of The American College of Financial Services in Bryn Mawr, Pennsylvania. The CAP® program 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.
A CAP® has demonstrated a commitment to provide a higher level of service oriented towards holistic planning for those who want to plan for achieving goals beyond the accumulation of money; the CAP® designation indicates a thorough understanding of methods and tools available to help clients articulate and advance their highest aspirations for self, family and society. Moreover, CAP® designees are trained to collaborate across their respective disciplines to accomplish a legacy plan that embodies your highest aspirations, so you can have a great life, leave fulfilled heirs, and have a lasting impact on the causes that matter most to you.
Candidates for the CAP® designation must complete a minimum of three Graduate-level courses on managing wealth in families across generations, using charitable tools to create positive social impact, and working with nonprofits to leave a lasting legacy. 15 hours of continuing education per year are required to maintain the designation.
CAP®’s are positioned to 1) clarify what you wish to accomplish for yourself, your heirs, and for society; 2) evaluate what is possible (i.e. how much you could do, when, how and with what impact); and 3) assist in integrating charitable strategies in your overall financial plan, business exit plan, and estate plan so your giving goes farther.
The skills Josh developed in the CAP® program position him to help the people we work with explore ideas and identify solutions to help them achieve their wealth management, estate, and philanthropic planning aspirations.
Josh’s longstanding commitment to the community includes serving as Co-Founder and Co-Organizer of TEDxTysons, encouraging the spread of big ideas; Board Member and Treasurer of Edge City USA focused on supporting community, education, and philanthropy in Tysons; Board Member of Minds Matter of Washington DC, which works to transform the lives of accomplished high school students from low-income DC families by broadening their opportunities and preparing them for college success; and Board Member of the Community Foundation for Northern Virginia which works to fosters a culture of philanthropy, respond to critical needs in the region, and seed local innovation.