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CAP® Study Group Happy Hour & Information Session

The Dallas Foundation and Communities Foundation of Texas 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 nearly 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.

In partnership with The American College and C3 Financial Partners, 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.

CAP® Study Group Details:

The seven-month study group program will run from January 9, 2023 to July 24, 2023 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. Learn more about the CAP® Designation.

2022-2023 CAP® Study Group Dates:

Meeting Time: Mondays from 4pm – 5:30pm
Deadline to register is December 10, 2022.

Ready to register for the Study Group? Click here.

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