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Peer-Education & Philanthropic Planning – a Collaborative Endeavor

  • advisors,
  • donors
Peer-Education & Philanthropic Planning – a Collaborative Endeavor

Communities Foundation of Texas and The Dallas Foundation to Sponsor CAP® Study Group Program

The Chartered Advisor in Philanthropy (CAP®) Study Group Program has provided a collaborative forum that brings professional advisors and nonprofit leaders around the same table to learn about charitable planning and build lasting professional networks. For nearly a decade this peer-learning experience has empowered participants to be more connected to philanthropic resources and help their clients and donors maximize community impact. It’s no surprise that Communities Foundation of Texas and The Dallas Foundation have joined forces to sponsor the Study Group Program in the Dallas and North Dallas region in 2020. Organized and administered by Todd S. Healy, CAP*, founder, and Rebecca Bates, executive coordinator for C3 Financial Partners, The Dallas CAP® study group program was the first of its kind and remains the longest running in the nation.

“CAP® study groups started in Dallas and are sweeping the country,” said Phil Cubeta, MSFS, CLU®, ChFC®, CAP®, Assistant Professor of Philanthropy. “Dallas has more CAPs® than any other city and, as a result, donors and nonprofit organizations in this region have access to the very best strategies for philanthropic planning.”

What Is A Chartered Advisor in Philanthropy?

The CAP* designation demonstrates you have the knowledge and tools to help clients articulate and advance their highest aspirations for self, family and society.

The CAP® designation is administered by The American College of Financial Services and provides comprehensive education on the strategies of philanthropic planning. Because the program teaches professional advisors and nonprofit professionals how to advise clients and donors on charitable giving, the impact of philanthropic investments within our community is maximized.

All around the country, advisors and nonprofit professionals are coming together in CAP* Study Groups to build a network of trusted professionals who will work collaboratively to develop the vision of their clients and donors. Upon earning the CAP* designation, these professionals are equipped to take their seat at the planning table where wealthy families plan their legacies.

- The International Association of Advisors in Philanthropy (AIP)

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.

Carolyn A. Newham, J.D.
Carolyn A. Newham, J.D.
General Counsel and Corporate Secretary

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