About the Center for Philanthropy and Social Impact
Learn how the Center helps advisors navigate these changing times, take care of their communities and clients, and support social change agents.
Philanthropy Matters More than Ever
The world is facing historic challenges, from structural inequities to global political instability and climate change. This has created new urgency in philanthropic responses and sparked conversations on how to achieve greater impact.
Renewed Ambition to Make a Difference
Clients’ Expectations Have Risen
Increasingly, clients want advisors to be fluent in philanthropic conversations and offer services that include an up-to-date range of options from philanthropy to social entrepreneurship to impact investing, business influence, and more.
Elevating the Conversation
The Center is Built for This Moment of Change
As advisors search for new ways to support their clients’ philanthropic needs, our Center is at the forefront of engaging with challenges in the field and delivering the education, insight, and action-based planning this moment demands.
Philanthropy Today
88%
Of financial advisors agree that philanthropic conversations are important to have with clients.1
90%
Of identified philanthropic institutions are independent/family foundations.2
92%
Of American donors plan to maintain or increase their giving.3
Learn More About Our Work
Podcasts
Making an Impact Through Philanthropic Planning
Whether their clients are individuals and families, business owners, or nonprofit organizations, financial professionals need to know how to use the tools available to maximize impact and minimize…
November 18, 2024
Insights
Discovering the Realities of Planned Giving
This interview, available exclusively on Knowledge Hub, informs listeners about key aspects of charitable giving and alternative methods of thinking that can allow them to successfully break…
October 30, 2024
Insights
How to View Ethics Through the Lens of Philanthropic Planning
Ethical decision-making is at the forefront of financial services, but that doesn’t mean that every decision is black and white. In a recent interview, Jennifer Lehman PhD, JD, CFP®, CAP® spoke with…
September 30, 2024
Insights
Making a Tax Plan for Planned Giving
Tax-informed advanced planning advice is all the buzz at The American College of Financial Services – with the new Tax Planning Certified Professional™ (TPCP™) designation just around the corner—and…
August 30, 2024
Insights
FinServe Ambassador Charts Career Evolution Through Specialization
For Andrew Tudor, CFP®, RICP®, CAP®, living his career dream in financial services has been a long journey of constant learning and development – but an immensely rewarding one, thanks to The College…
June 25, 2024
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Deliver Clients' Highest Aspirations
Earning your CAP® empowers you with specialized expertise to help clients identify philanthropic intent and maximize their legacy for lasting impact. Take the next step today.
Our Partners in Philanthropy
National Strategic Philanthropic Partners
National Philanthropic Partners
1 U.S. Trust. The U.S. Trust® Study of the Philanthropic Conversation. 2015.
2 Harvard Kennedy School The Hauser Institute for Civil Society at the Center for Public Leadership. The Global Philanthropy Report: Perspectives on the Global Foundation Sector. 2018
3 Fidelity Charitable. On the Leading Edge: Accelerating firm growth with charitable planning. 2021.