Geoff Kunkler, Associate, Carlile Patchen & Murphy LLP has earned the Charter 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 the financial services fields that work with individuals and families in the development 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® program 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, professionals that have earned the Charter 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 had 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 the TheAmericanCollege.edu.
For over nearly 50 years Carlile Patchen & Murphy LLP has concentrated on responsively serving the legal and business needs of Central Ohio businesses and their owners and executives. The firm lends its extensive experience in counseling on business financing, tax planning & operations, and sale or transfer. In addition, the attorneys at Carlile Patchen & Murphy provide skilled guidance in the areas of family wealth and estate planning, litigation, labor and employment law, real estate & title agency and family law.
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