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CAP® Study Group

The Dallas Foundation and Communities Foundation of Texas are proud to sponsor the 2023 Chartered Advisor in Philanthropy (CAP®) Study Group Program

The CAP Study Group for 2023 is at capacity at this time. If you would like to be added to the waitlist for 2023 or for the new group forming in 2024, please email Kim Montez at kmontez@dallasfoundation.org.

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.

Revised 2023 CAP Schedule

Session Facilitators

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Todd S. Healy – C3 Financial Partners
Jayne Grimes – Philanthropic Advisor

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Steven Novak – RGT Wealth Advisors
Jennifer Lehman – The American College

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Marianne Piepenburg – Philanthropic Advisor
Richard Maus – Maus and Associates
Keith Waggoner – Exellence in Giving, LLC

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