A Philanthropic Financial
The U.S. is experiencing the largest transfer of wealth in history – estimated at $68 trillion over the next 25 years – and those with means are in a better position than ever to leave a lasting legacy that changes lives. Intentional philanthropy is the step beyond traditional estate planning and one that promises individuals the opportunity to create a long-term positive impact on their families, heirs, and communities.
If you’re an advisor, we invite you to enroll in the program, then share your experience with your clients and prospects. We also invite philanthropic-minded individuals to enroll and gain expert instruction and insights on how you can make a difference with your legacy planning.
A Spectrum of Legacies is a free, eight-module philanthropic education course developed by Mark Weber, CAP®. Students learn online from short instructional videos, with learning reinforced through case studies, worksheets, and other resources.
Clients working with a CAP® financial professional benefit from their advisor’s deep background in legacy and gift planning strategies. This value-add program supports your philanthropy planning with your CAP® advisor.