Michael Thompson, Key Investment Services, llc, Financial Advisor, has recently completed the graduate-level course "Planning for Philanthropic Impact in the Context of Family Wealth" in pursuit of the The Chartered Advisor in Philanthropy® (CAP®) professional designation through The American College.
The Chartered Advisor in Philanthropy® (CAP®) exemplifies the highest level of knowledge and skills needed to help clients and donors achieve their aspirations for self, family, and society. The (CAP®) professional integrates gift planning with estate planning, business succession planning and investment advisory services with donors and nonprofit's major gift and planned giving programs as they plan for a better life in a better world.
Mr. Thompson serves on the board of The Intervale Center in Burlington, and the Major Gifts and Planned Giving committee at the United Way of Chittenden County.
KeyBank N.A. is one of Vermont’s largest financial services companies. A strong proponent for local economic growth, Key companies provide investment management, retail and commercial banking, retirement, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of approximately 1,500 ATMs; telephone banking centers (1.800.KEY2YOU); and a Web site, Key.com, that provides account access and financial products 24 hours a day.