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ADVISORS > CAP® STUDY GROUP PROGRAM

Proud sponsors of Chartered Advisor in Philanthropy (CAP®) Study Group Program
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CAP® Study Group Program

The Chartered Advisor in Philanthropy (CAP®) Study Group Program is a collaborative forum that brings professional advisors and nonprofit leaders together to learn about charitable planning and build lasting professional networks. For 10+ years, this peer-learning experience has empowered participants to be more connected to philanthropic resources to help their clients’ giving.

Communities Foundation of Texas and The Dallas Foundation administer the program in North Texas, equipping financial planners, CPAs, estate attorneys, insurance professionals, nonprofit development, and gift planners with philanthropic planning concepts while honing their listening skills and building a strong network throughout the region.

2025 CAP® Study Group Details:

The seven-month study group program will run from February 10, 2025 to August 18, 2025 (with a break for the month of July). It will support 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.

2025 CAP® STUDY GROUP DATES:
Meeting Time: Mondays, 4:00 – 5:30 p.m. 

CAPpy Hours are February 10 and August 18. 

LOCATIONS: 

  • COURSES 1 AND 3:
    Communities Foundation of Texas
    5500 Caruth Haven Lane
    Dallas, Texas 75225
  • COURSES 2:
    Merrill Lynch
    5910 N. Central Expwy. Suite 2000
    Dallas, Texas 75206
Session 1 - 839
02/10/2025
02/24/2025
03/10/2025
03/24/2025
04/07/2025
Session 2 - 849
04/21/2025
05/05/2025
05/19/2025
06/02/2025
06/16/2025
Session 1 - 859
06/30/2025
07/07/2025
07/21/2025
08/04/2025
08/18/2025

2025 CAP® Moderators

Session 1 - 839
Craig Foster
Baylor Scott and White Dallas Foundation
Kerri Lai
Wells Fargo Wealth & Investment Management
Session 2 - 849
Tommy McBride
Kent Weimer
Session 3 - 859
Micah Adams
Strata Wealth
Jennifer Ware
Impact City

Registration information

Cost

Through the end of 2025, the for-profit rate for the 2025 CAP® Program Package is $4,495 and the nonprofit rate is $3,695.

There is no cost for the CAP® Study Group.

Scholarships

A limited number of $500 scholarships may be available to both for-profit and nonprofit individuals who are paying for the CAP® program directly themselves. These opportunities can be found here.

Registration for the CAP® course and North Texas Study Group
  1. Register for the CAP Program with The American College using their Enrollment Guide 

     

    IMPORTANT: Check back for the promotion code.
  2. Register for the North Texas CAP Study Group. Once you’ve registered for the course with the college, also register here for the North Texas Study Group.
For more information about the CAP® Designation, contact Richard Scottoline at The American College.

Let us help build your charitable network.

We can help broaden and differentiate your services, so you can strengthen your client relationships.

Morgan Richards I SQ scaled
Morgan Richards
Director, Charitable Gift Planning
Heather Lothes I scaled
Heather Lothes, CAP
Donor Relations Officer, Collin County

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