Inspiring

We’re uniting financial and legal professionals with non-profit leaders to form a community of empowered donors. Together, we can create and implement inspired philanthropic plans for the future.

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Assisting

Today’s youth are tomorrow’s passionate philanthropists. Our youth yearn to make a positive difference in our world, and we want to help them through next-gen philanthropy.

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Implementing

The Chartered Advisor in Philanthropy (CAP) program brings professional advisors and nonprofit executives together in a common purpose to help wealthy families create inspired legacy plans.

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Our Vision

We envision a community of empowered donors creating and implementing their inspired philanthropic plans.