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Chartered Advisor In Philanthropy Jobs (NOW HIRING)

Sun Health

Director of Philanthropy

Surprise, AZ · On-site

Master's degree and/or Certified Fund-Raising Executive (CFRE) certification Chartered Advisor in Philanthropy (CAP) certification preferred. * Prior experience in raising funds for healthcare ...

Sun Health

Director of Philanthropy

Surprise, AZ · On-site

$95K - $105K/yr

Master's degree and/or Certified Fund-Raising Executive (CFRE) certification Chartered Advisor in Philanthropy (CAP) certification preferred. * Prior experience in raising funds for healthcare ...

Sun Health

Director of Philanthropy

Surprise, AZ · On-site

$95K - $105K/yr

Master's degree and/or Certified Fund-Raising Executive (CFRE) certification Chartered Advisor in Philanthropy (CAP) certification preferred. * Prior experience in raising funds for healthcare ...

PeaceHealth

Prog Dir Complex & Legacy Giving

Vancouver, WA · On-site +1

$102K - $183K/yr

Preferred: within 2 years Chartered Advisor in Philanthropy Skills * Interpersonal skills to establish and maintain good working relationships with diverse groups, including caregivers, physicians ...

PeaceHealth

Prog Dir Complex & Legacy Giving

Vancouver, WA · On-site

$102K - $183K/yr

Preferred: within 2 years Chartered Advisor in Philanthropy Skills * Interpersonal skills to establish and maintain good working relationships with diverse groups, including caregivers, physicians ...

Carson Group

Private Client Services Financial Planner

$77K - $104K/yr

Additional professional credential such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Juris Doctor (JD), Chartered Advisor in Philanthropy (CAP ® ), or similar credential ...

ICBD

Philanthropy Associate

Fort Lauderdale, FL

... in multiple states and other various behavioral healthcare businesses. What You'll Be Doing ... Partner with legal and accounting advisors to ensure regulatory compliance * Track goals, KPIs, and ...

ICBD

Philanthropy Associate

Fort Lauderdale, FL · On-site

... in multiple states and other various behavioral healthcare businesses. What You'll Be Doing ... Partner with legal and accounting advisors to ensure regulatory compliance * Track goals, KPIs, and ...

ICBD

Philanthropy Associate

Fort Lauderdale, FL · On-site

... in multiple states and other various behavioral healthcare businesses. What You'll Be Doing ... Partner with legal and accounting advisors to ensure regulatory compliance * Track goals, KPIs, and ...

National Philanthropic Trust

PA

$110K - $120K/yr

Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund.

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Chartered Advisor In Philanthropy information

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$21.5K

$72.9K

$214K

How much do chartered advisor in philanthropy jobs pay per year?

As of Jun 15, 2026, the average yearly pay for chartered advisor in philanthropy in the United States is $72,888.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What does a typical day look like for a Chartered Advisor In Philanthropy?

A typical day for a Chartered Advisor In Philanthropy involves meeting with clients to understand their charitable goals, collaborating with attorneys or tax professionals to design giving strategies, and researching philanthropic vehicles that maximize impact and tax benefits. Advisors also spend time preparing proposals, reviewing financial and legal documents, and staying updated on changing laws or regulations affecting charitable giving. The role often includes educational outreach or presentations to community groups and may require coordination with nonprofit organizations. This variety ensures each day brings new challenges and opportunities to make a meaningful difference for both clients and the causes they support.

How much does chartered advisor in philanthropy cap cost?

The Chartered Advisor in Philanthropy (CAP) designation typically costs between $2,500 and $4,000, covering tuition, study materials, and exam fees. Additional costs may include preparatory courses or membership fees for professional organizations, and candidates often need to meet specific experience requirements before enrollment.

What are the key skills and qualifications needed to thrive in the Chartered Advisor In Philanthropy position, and why are they important?

To thrive as a Chartered Advisor In Philanthropy, you need strong expertise in charitable planning, tax strategies, estate planning, and a relevant designation such as the CAP® certification. Familiarity with financial planning software, donor management systems, and compliance tools is common in the field. Exceptional interpersonal skills, discreet communication, and a consultative approach set candidates apart. These abilities are essential in building trust, facilitating complex philanthropic arrangements, and achieving impactful giving outcomes for clients.

How to become a chartered advisor in philanthropy?

To become a Chartered Advisor in Philanthropy, candidates typically need to have relevant professional experience in philanthropy or related fields, complete specialized coursework through recognized programs such as the American College of Financial Services, and pass certification exams. Maintaining ongoing education and adhering to ethical standards are also required to earn and retain the designation.

What is a Chartered Advisor in Philanthropy job?

A Chartered Advisor in Philanthropy (CAP) is a professional who specializes in philanthropic planning, helping individuals, families, and organizations create effective charitable giving strategies. They provide expertise in tax-efficient giving, estate planning, and nonprofit funding to align philanthropic goals with financial and legacy objectives. CAP advisors often work with high-net-worth donors, foundations, and nonprofits to maximize the impact of charitable contributions while ensuring financial sustainability.

What does a philanthropy advisor do?

A philanthropy advisor helps individuals, families, or organizations develop and implement charitable giving strategies. They assess clients' goals, recommend suitable causes or projects, and may assist with estate planning, grantmaking, and tax considerations to maximize the impact of donations.

How much do philanthropy advisors make?

Philanthropy advisors, such as Chartered Advisors in Philanthropy, typically earn between $70,000 and $150,000 annually, depending on experience, location, and client base. Senior advisors or those working with high-net-worth individuals may earn higher compensation, often supplemented by bonuses or commissions. Certification and specialized knowledge can also influence earning potential.
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Chartered Advisor In Philanthropy jobs near you
Infographic showing various Chartered Advisor In Philanthropy job openings in the United States as of June 2026, with employment types broken down into 13% As Needed, 25% Full Time, and 62% Contract. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution, with an average salary of $72,888 per year, or $35 per hour.
Senior Philanthropic Advisor

Senior Philanthropic Advisor

Columbia University

New York, NY • On-site

$165K - $180K/yr

Full-time

Posted 5 days ago

Job description

  • Job Type: Officer of Administration
  • Bargaining Unit:
  • Regular/Temporary: Regular
  • End Date if Temporary:
  • Hours Per Week: 35
  • Standard Work Schedule:
  • Building: Columbia Alumni Center
  • Salary Range: $165,000 - $180,000

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.
Position Summary
The Senior Philanthropic Advisor is responsible for providing gift planning expertise and strategy for top donors and prospects. Reporting to the Executive Director of Gift Planning, the Senior Philanthropic Advisor will have proven experience in technical areas such as estate and wealth planning, tax, illiquid or hard to value assets, complex charitable giving vehicles and structures, and the financial and personal issues affecting wealthy families. The incumbent serves as a senior subject matter expert on complex charitable gift planning matters and plays a leadership role in shaping gift planning strategy and will partner with chief development officers and prospect managers for assigned schools and units. The successful candidate will collaborate extensively with colleagues throughout Development and Alumni Relations as well as with other key stakeholders. The role exercises significant independent judgment in developing and evaluating sophisticated gift planning strategies and advising on complex gift structures that advance University fundraising priorities.
Responsibilities
Frontline Fundraising and Partnerships
  • Manage a personal portfolio of 50-75 prospective donors capable of making $1M+ planned gifts.
  • Serve as the lead gift planning strategist on principal and complex gift opportunities involving estate gifts, charitable trusts, closely held business interests, real estate, retirement assets, donor advised funds, and other non-cash assets.
  • Partner with donors' professional advisors, including attorneys, accountants, wealth managers, and family office representatives, to evaluate and structure complex charitable gifts.
  • Follow-up to assigned prospects responding to targeted marketing in areas such as bequests, donor advised fund, charitable lead trusts, and real estate.

Gift Planning Strategy and Coaching
  • Provide current expertise and counsel to the overall development program on complex technical and legal issues related to gift planning vehicles, tax implication of various gifts, federal and state legislative developments that affect charitable gifts and other relevant items.
  • Provide expert recommendations regarding the structure, feasibility, valuation, and acceptance of complex charitable gifts and collaborate with University leadership and relevant stakeholders to facilitate appropriate review and approval.
  • Lead or co-lead the development, interpretation, and implementation of policies and procedures related to complex gifts, gift acceptance, gift valuation, and gift crediting; provide recommendations on gift structures and acceptance considerations for complex and non-standard gifts.
  • Serve as a senior advisor to Development and Alumni Relations leadership and fundraising staff on complex gift planning opportunities, emerging philanthropic trends, and charitable planning strategies.
  • Develop and present gift planning trainings for fundraising staff, volunteers, and faculty.
  • Serve as primary gift planning liaison for assigned schools/divisions.
  • Provide strategic guidance that informs fundraising priorities and enhances gift planning practices across assigned schools and units.
  • Represent Gift Planning on cross-functional committees, working groups, and institutional initiatives related to complex gifts, gift acceptance, and philanthropic planning.

Minimum Qualifications
  • A bachelor's degree is required.
  • A minimum of seven (7) to nine (9) years of related work experience required in gift planning, legal, and financial or other similar settings with a focus on philanthropic planning.
  • Demonstrated experience working successfully with high-net-worth individuals and successful closure of principal level planned gifts.
  • Must possess highly developed interpersonal skills and the ability to work with a diverse population of donors and prospects.
  • Must possess excellent written and oral communication skills.
  • Mature judgment and discretion are essential.

Preferred Qualifications
  • Advanced degree strongly preferred, such as J.D., LL.M., MBA, or other relevant graduate degree.
  • Professional designation such as Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), Certified Trust and Fiduciary Advisor (CTFA), Chartered Financial Analyst (CFA®), or equivalent.
  • Ten (10) or more years of experience in gift planning, estate planning, charitable planning, wealth management, trust administration, or a related field.
  • Experience working within higher education, academic medicine, or another complex nonprofit environment.
  • Demonstrated success securing principal-level planned gifts and complex blended gifts involving non-cash assets and sophisticated charitable planning structures.

Other Requirements
  • Requires the ability to travel extensively to meet with donors and prospects and to participate in some weekend and evening events.
  • Subject to business needs, the Office of Alumni Relations and Development supports a hybrid work arrangement for this position. Options will be discussed during the interview process.

Equal Opportunity Employer / Disability / Veteran
Columbia University is committed to the hiring of qualified local residents.

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