Hi Kelly, I completed the CAP program a couple years ago. I think it was very beneficial to understand planned giving, not just complex gifts but also the psychology of giving. There was a study group that was helpful and good for networking as well. My group happened to have several financial planners as well as community foundation leadership, which has benefitted my organization.
The Director of Major Gifts on my team and he just finished course #1 . He's finding it very helpful so far.
If you'd like more information or have specific questions please email me, I'm happy to try to answer them.
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Suzanne Beers
Chief Development Officer
Philadelphia PA
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