From CapShare, the quarterly newsletter of The American College of Financial Services’ Chartered Advisor in Philanthropy program

The American College of Financial Services asked me to contribute a piece to the quarterly newsletter of the Chartered Advisor in Philanthropy (CAP®) community (I completed the CAP® certification in 2018). In this article, I point out that clients increasingly ask their financial, legal and tax advisors questions on how and where to give more thoughtfully and effectively – which the advisors are not equipped to answer. I suggest that my forthcoming online course “Smart donors… Make a Difference” could solve this problem and provide greater client satisfaction.