James A. Anzelmo Earns CAP Designation
James A. Anzelmo, Vice President of Development at The Catholic Foundation, has earned the Chartered Advisor in Philanthropy® (CAP®) 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 objects 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. Over 750 individuals have been awarded the CAP® designation since its inception in 2003.
CAP® graduates are uniquely qualified to help charitable organizations achieve long term financial success. In addition, the professionals that have earned the Chartered Advisor in Philanthropy® designation help donors improve their communities by maximizing the effective application of their financial resources.
The American College is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, the College has served as a valued business partner to banks, brokerage firms,, insurance companies and others for over 87 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu.