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.
2024 CAP® Study Group Details:
2024 CAP® STUDY GROUP DATES:
Meeting Time: Mondays (or Tuesdays when noted), 4:00 – 5:30 p.m.
LOCATIONS:
- SESSIONS 1 AND 3:
Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas, Texas 75225 - SESSION 2:
Corient
5950 Sherry Lane, Suite 600
Dallas, Texas 75225
2024 CAP® Moderators
Registration information
Through the end of 2024, the for-profit rate for the 2024 CAP® Program Package is $4,295 and the nonprofit rate is $3,395.
There is no cost for the CAP® Study Group.
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.
- Register for the CAP Program with The American College using their Enrollment Guide.
IMPORTANT: When prompted, enter promo code 24JA-LOCAL OR 24JA-LOCALNFP for the not-for-profit discount. - 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.
Let us help build your charitable network.
We can help broaden and differentiate your services, so you can strengthen your client relationships.
