CAP 539 Planning for Impact in Context of Family Wealth

The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan.

You are responsible for purchasing certain required physical textbooks in the CAP Program. Please consult your course syllabus and the Course Materials and Books section of your class for the definitive list of required books and specific purchasing details. You are welcome to choose the format that best suits your learning style (digital, physical, or audiobook if available.)