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A Philanthropic Financial 
Education Program

 

Make Your Mark and Do Lasting Good


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.

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CAP® Advisors

ENROLL HERE

CAP® Clients & Donors

ENROLL HERE

Our Program


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.

 

 

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Ideal Participants

 

The College’s Spectrum of Legacies program is suited for forward-thinking, future-minded individuals who want to
leave a lasting legacy for their loved ones, communities, and the world at large.
 
Ideal participants include:
 
- Individuals at or near retirement age who will not exhaust their assets during their lifetime

- High-net-worth individuals looking to make a difference in their communities through philanthropy

- Those with complex family situations that make legacy and estate planning difficult
 
- Owners of small or closely-held businesses confronting the challenges of exit planning
 
- Those working with financial advisors or legacy planning experts, such as Chartered Advisor in Philanthropy® (CAP®) designees
 
 
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Do Well By Doing Good: The CAP® Pledge


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.

CAP® Advisors

ENROLL HERE

CAP® Clients & Donors

ENROLL HERE