Thomas Cohn Earns Chartered Advisor in Philanthropy(R) Designation

Thomas Cohn Associates is pleased to announce that Thomas J. Cohn, CLU, ChFC has earned the esteemed Chartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College in Bryn Mawr, Pennsylvania.

The CAP® program provides nonprofit and financial services professionals with the knowledge and tools to assist clients in achieving their charitable giving objectives, while also helping them meet their estate planning and wealth management goals. CAP® graduates are uniquely qualified to help donors give back to their communities by maximizing the effective application of their financial resources. Only 800 individuals have been awarded the CAP® designation since its inception in 2003.

Candidates for the CAP® designation must complete a minimum of three courses in philanthropic studies at the Irwin Graduate School and six hours of rigorous, supervised written examinations. This curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools such as charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities.

About Thomas Cohn Associates: With in-depth understanding of the family, financial and emotional issues crucial to successfully protecting wealth and leaving a legacy, Thomas Cohn Associates helps affluent families and their advisors enhance the results of their estate, business and philanthropic planning. The firm works with clients to use the tax benefits and leverage of life insurance to minimize the impact of estate taxes, transfer assets to the next generation, manage the transfer and longevity of a business, assure the financial security of children and grandchildren, and benefit causes important to the client. www.thomascohnassociates.com

About The American College: It is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 86 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, www.TheAmericanCollege.edu

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