Since the program’s inception in Texas, Communities Foundation of Texas and The Dallas Foundation have worked closely with Todd and his team to promote the program, which works to equip financial planners, CPAs, estate attorneys, insurance professionals, and nonprofit development and gift planners, with philanthropic planning concepts, while enhancing their listening skills, and building a network throughout North Texas. But their collaborative sponsorship will take CAP* to the next level.
Todd Healy noted, “Rebecca and I are pleased to have Communities Foundation of Texas and The Dallas Foundation step up and take over the leadership of this program. Not only will this assure its continuity and growth, but it is also a great example of the mission of the CAP® program – one of collaboration!”
Two representatives from CFT and The Dallas Foundation also shared Todd’s sentiments, “As community foundations, our two organizations prioritize thoughtful and impactful philanthropic planning to enable a thriving North Texas,” said Kathryn McGill, CAP® Advisor Relations Officer at Communities Foundation of Texas. Gary W. Garcia, CAP®, Senior Director of Philanthropic Partnerships at The Dallas Foundation added, “We are proud to collaborate on this important program to train professionals in the field of philanthropy which will ultimately benefit our donors and our community.”
With collaboration at its core, CFT continues to live out its mission of working side by side with caring donors, committed nonprofits, philanthropy-focused businesses and civic leaders to help build communities that thrive for all and further education.
The ten-month study group program will run from October 12, 2020, to May 17, 2021 to support professional advisor candidates who are enrolled in the graduate-level CAP® program offered by The American College of Financial Services. There are no fees to join the study group and enrollment is limited. Phil Cubeta, MSFS, CLU®, ChFC®, CAP®, Assistant Professor of Philanthropy and Sallie B. and William B. Wallace Chair in Philanthropy at The American College, will be the featured speaker.
For additional information about the spring informational sessions and the 2020 CAP® study group program, contact Kathryn McGill at Communities Foundation of Texas, or Kim Montez at The Dallas Foundation.
Registration for the 2020 CAP® Study Group program will kick off with a virtual information meeting on May 30 from 4:00 p.m. until 5:00 p.m (CST).
Register for may 28
Phil Cubeta, MSFS, CLU®️, ChFC®️, CAP®️, Assistant Professor of Philanthropy at The American College, will be the featured speaker.
For more information and to register for the CAP Study Group Program, click the button below.
