Charitable Planning
Chartered Advisor in Philanthropy (CAP)
Planning for effective Charitable Giving is an exercise unto itself. Whether you are simply giving away an asset or creating a multi generational legacy, you need help from a firm that understands the how and why while also understanding the financial opportunities inherent in these transactions. There are very, very few financial advisors who hold credentials and experience in this arena. Adams and Hansen have implemented more than a dozen of these types of plans; most advisors implement less than one.
What makes a Chartered Advisor in Philanthropy (CAP) special?