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.
The Dallas Foundation and Communities Foundation of Texas 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:
Registration is now closed. Registration for the 2023 group will begin in the fall. Please email Kim Montez if you would like to be added to the waiting list.
The ten-month study group program will run from January 10, 21022 to August 8, 2022. 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.
Meeting Times are Mondays from 4pm – 5:30pm
Kevin Calandro – The Calandro Group
Elizabeth Liser – Communities Foundation of Texas
Gary Garcia – The Dallas Foundation
Steve Novak – RGT Wealth Advisors
Kalita Blessing – Quest Capital Management
Kent Weimer – Parkland Foundation
Sessions 1 and 3:
Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas, Texas 75225
The Dallas Foundation
3000 Pegasus Park Drive, Suite 930
Dallas, Texas 75247