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CAP® Study Group

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.

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.

2024 CAP® Study Group Details:

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

2024 CAP® Study Group Dates:

Meeting Time: Mondays (or Tuesdays when noted) from 4 pm – 5:30 pm

Sessions 1 and 3:
Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas, Texas 75225

Session 2:
5950 Sherry Lane, Suite 600
Dallas, Texas 75225

Deadline to register is January 31, 2024.

2024 CAP® Moderators:

Craig Foster – Baylor Scott and White Dallas Foundation
Kerri Lai – Wells Fargo Wealth & Investment Management

Randy Daugherty – UT Southwestern Medical Center at Dallas
Steve Novak – Corient

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 Non-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 Kim Montez at The Dallas Foundation, Todd Healy at C3 Financial Partners, or Elizabeth Liser at Communities Foundation of Texas.

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