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PGRTAZ Chartered Advisor in Philanthropy - CAP® GS 839 Study Groups

  • 20 Jan 2016
  • 8:15 AM - 9:30 AM
  • Paradise Bakery-10625 N Tatum Blvd Ste 135 Phx AZ 85028


Registration is closed

The Planned Giving Round Table of Arizona invites you to  join a group colleagues for study group sessions to succeed in achieving the CAP® certification.

Where:          Paradise Bakery-10625 N Tatum Blvd Ste 135

When:            GS 839 Course 

                      January 20th at 8:15am

Please note your interest by registering and we will

forward your contact information to the facilitator for direct

follow up.

Please access the full announcement and links provided

to review course requirements, enrollment information,

and tuition fees.

What CAP® Can Do for You

  • The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society.
  • Put your ideals to work
  • Leverage your "heart" for giving by learning a process that subordinates estate planning and financial planning to meaning, purpose, and positive social impact
  • Acquire a seat at the planning table when clients or donors make their legacy plans and their ultimate gift
  • Become the sought-after trusted advisor of your community's highest capacity donors and clients
  • Serve as the "link" between the client's or donor's aspirations and their technical planning team

Who takes CAP®?

Over 500 professionals from many disciplines have taken CAP®. These professionals include:

  • Attorneys
  • CPAs
  • Development officers
  • Planned giving officers
  • Financial planners/wealth advisors
  • Insurance professionals
  • Philanthropic advisors in family offices
  • Philanthropic advisors working with wealthy families on strategic grant-making

Russell S. Goldstein, CFP®

2015/2016 PGRTAZ President

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