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Communities Foundation of Texas, The Dallas Foundation, and C3 Financial Partners are proud to sponsor the Chartered Advisor in Philanthropy (CAP®) Study Group Program


The Chartered Advisor in Philanthropy (CAP®) Study Group Program provides a collaborative forum that brings professional advisors and nonprofit leaders around the same table to learn about charitable planning and to build lasting professional networks. For over a decade this peer-learning experience has empowered participants to be more connected to philanthropic resources and help their clients and donors maximize their community impact. 

Communities Foundation of Texas and The Dallas Foundation administer the program in North Texas, 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 strong network throughout our region.

LEARN MORE ABOUT THE CAP® program

2024 CAP® Study Group Details:

The seven-month study group program will run from February 12, 2024 to September 16, 2024 (with a break for the month of July) to 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.

2024 CAP® Study Group Dates:

Meeting Time: Mondays (or Tuesdays when noted) from 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
 

Session 1 - 839

Session 2 - 849

Session 3 - 859

2/12/2024 4/29/2024 7/29/2024
2/26/2024 5/13/2024 8/5/2024
3/4/2024 5/28/2024 (Tues.) 8/19/2024
3/18/2024 6/10/2024 9/3/2024 (Tues.)
4/1/2024 6/24/2024 9/16/2024

2024 CAP® Moderators:

Session 839
Craig Foster – Baylor Scott and White Dallas Foundation
Kerri Lai – Wells Fargo Wealth & Investment Management                             
 
Session 849
Randy Daugherty – UT Southwestern Medical Center at Dallas
Steve Novak – Corient
 
Session 859
Laura Brown – Northern Trust
Vicki Johnson – The Salvation Army

Registering for the 2024 CAP® Program and Study Group:

Through the end of 2023, the for-profit rate for the 2024 CAP® Program Package is $4,295 and the non-profit rate is $3,395.

There is no cost for the CAP® Study Group.


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

To register for the CAP® course and North Texas Study Group:

Step #1: Register for the CAP Program with The American College using their Enrollment Guide. IMPORTANT: When prompted, be sure to enter the promo code 24JA-LOCAL OR 24JA-LOCALNFP for the not-for-profit discount. 

Step #2: Register for the North Texas CAP Study Group.
Once you’ve registered for the course with the College please take one minute to also register here for the North Texas Study Group.

For additional information about the CAP® Designation, contact Richard Scottoline at The American College.

For additional information about the CAP® Study Group Program, contact
Elizabeth Liser at Communities Foundation of Texas, or Kim Montez at The Dallas Foundation.

Call on us to provide value for you and your clients

Charitable planning with your clients is good business. It broadens and differentiates your services, helps create a strong bond with your clients, and serves your clients and the community. When your clients are ready to maximize their charitable giving or plan their legacy, you can trust our staff to work with you to create the best philanthropic plan.

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