Thomas C. Palumbo Earns Chartered Advisor in Philanthropy® Designation

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Thomas C. Palumbo, Vice President of Diefendorf Capital Planning Associates (DCPA) has 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.

Thomas C. Palumbo, Vice President of Diefendorf Capital Planning Associates (DCPA) has 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.

The curriculum for the CAP® addresses issues of advances design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Over 350 individuals have been awarded the CAP® designation since its inception in 2003.

Thomas C. Palumbo, CLU®, ChFC®, C3DWP®, CAP® , a veteran financial planner, has been with the DCPA organization since 1988. He specializes in personal financial planning for individuals, as well as, qualified retirement plans and other group benefits for small businesses. After graduating Magna Cum Laude from Long Island University at C.W. Post, he matriculated in the American College, Bryn Mawr, PA. In 1995 and 1996 he received the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He holds his Series 7 and 63 licenses. In 2005, Tom joined the ranks of "total wealth managers" with the attainment of the Certified 3 Dimensional Wealth Practitioner (C3DWP®) designation. He is active in the charitable / non-profit arena and is a member of the International Association of Advisors in Philanthropy.

Diefendorf Capital Planning Associates, a family of financial service companies since 1875 is committed to philanthropic planning through its “3 Dimensional Wealth Family Office Services.” Mr. Palumbo joins a distinguished group of Chartered Advisors in Philanthropy with Monroe “Roey” Diefendorf, Jr. and David J. Taylor.

The American College is dedicated to leadership in innovative training and development that helps financial services companies and their employees succeed. As a no-profit educational institution 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 82 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu

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