Charitable Strategies

In 2011, Barry 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 objectives, while also helping them meet their estate planning and wealth management goals.  Assisting donors in determining which giving strategy makes the most sense for them is one of the ways we add value.