Congratulations to Jessica Smith for Completion of the Chartered Advisor in Philanthropy® Designation

Jessica Smith has earned the Charted Advisor in Philanthropy® professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. The CAP® program provides professionals in the nonprofit and financial services fields that work with individuals and families in the development and implementation of philanthropic programs with the knowledge and tools needed to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals.

Candidates for the CAP® designation must complete a minimum of three courses in philanthropic studies at the Irwin Graduate School and six hours of rigorous, supervised written examinations. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities.

CAP® graduates are uniquely qualified to help charitable organizations achieve long-term financial success. In addition, professionals who have earned the Chartered Advisor in Philanthropy® designation help donors improve their communities by maximizing the effective application of their financial resources.

Jessica’s completion of this designation furthers Longview’s mission to empower our clients and team members to think big, make a difference in the world and feel the joy of using their wealth, talents and experience to improve their lives and help others do the same. Longview has made strides to build expertise around philanthropy. If you are interested in learning more about this or creating your own philanthropic plan, please let us know. This is a services that is included as part of our comprehensive financial planning.