Philanthropy / Non-Profit
Mitchell Kraus, CFP®, CAP®, CLU®, ChFC®, is a registered representative with, and offers securities through, LPL Financial, Member FINRA/SIPC. He has been helping clients plan for their financial future since 1993. He and his father, Arthur, established Capital Intelligence Associates in 2003 as a comprehensive resource for independent, unbiased advice and trusted financial guidance. Mitchell.Kraus@wcinput.com
Your clients can pass on more than money to their children. Read More >
Bobbie Chapman is currently the Director of Business Development at the San Francisco Community Foundation, responsible for developing relationships with prospective donors and their wealth advisors. She holds her CAP® designation from The American College.
Consider the many charitable giving resources available through community foundations. Read More >
Joan Sharp, CFP®, ChFC®, CAP®, MSFS, is founder and president of Life Strategies, LLC based in Delaware.
Gifting money can open an important dialogue about money between your clients and their children. Read More >
© Copyright 2015, The American College Board of Trustees.
The American College does not necessarily agree with all content provided and opinions expressed by a third party and assumes no liability for and exercises no control over the content. Further, The American College is not liable for any action or inaction with respect to any such content and/or opinions accessible through this site. The user agrees by use of this Wealth Channel site not to publish, transmit, display, disseminate any material or distribute the content in any manner that constitutes an infringement of intellectual property rights, including but not limited to copyrights without the express written consent of The American College.