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CAP study group

The Dallas Foundation and Communities Foundation of Texas to Sponsor CAP® Study Group Program

Communities Foundation of Texas and The Dallas Foundation have joined forces to sponsor the Chartered Advisor in Philanthropy (CAP®) study group program in Dallas and the North Texas region.

The CAP® designation is administered by The American College of Financial Services and provides comprehensive education on the strategies of philanthropic planning. The program teaches the skills professional advisors and nonprofit professionals need to advise clients and donors on charitable giving, which in turn maximizes the impact of philanthropic investments within our community.

The Dallas CAP® study group program was the first, and remains, the longest running in the nation. For close to a decade, it has been organized and administered by Todd S. Healy, CAP®, founder, and Rebecca Bates, executive coordinator, for C3 Financial Partners. Since the program’s inception in Texas, Communities Foundation of Texas  and The Dallas Foundation have worked closely with Todd and his team to promote the program, 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 network throughout North Texas.

“Rebecca and I are pleased to have Communities Foundation of Texas and The Dallas Foundation step up and take over the leadership of this program,” said Todd Healy. “Not only will this assure its continuity and growth, but it is also a great example of the mission of the CAP® program – one of collaboration!”

“As community foundations, our two organizations prioritize thoughtful and impactful philanthropic planning to enable a thriving North Texas,” said Kathryn McGill, CAP®, Advisor Relations Officer at Communities Foundation of Texas. Gary W. Garcia, CAP®, Senior Director of Philanthropic Partnerships at The Dallas Foundation added, “We are proud to collaborate on this important program to train professionals in the field of philanthropy which will ultimately benefit our donors and our community.”

Registration for the 2020 CAP® Study Group program will kick off with a virtual  informational meeting and alumni reception on now scheduled for May 28  from 4:00 p.m. until 5:00 p.m. Phil Cubeta, MSFS, CLU®, ChFC®, CAP®, Assistant Professor of Philanthropy and the Sallie B. and William B. Wallace Chair in Philanthropy at The American College of Financial Services, will be the featured speaker. To RSVP for the meeting, which will be held via Zoom, please click here.

“CAP® study groups started in Dallas and are sweeping the country,” said Phil. “Dallas has more CAPs® than any other city and, as a result, donors and nonprofit organizations in this region have access to the very best strategies for philanthropic planning.”

The ten-month study group program will run from October 12, 2020, to May 17, 2021 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.

For additional information about the spring informational sessions and the 2020 CAP® study group program, contact Carolyn Newham (cnewham@cftexas.org) at Communities Foundation of Texas, or Kim Montez (kmontez@dallasfoundation.org) at The Dallas Foundation.


About Communities Foundation of Texas
With the goal of building thriving communities for all, Communities Foundation of Texas (CFT) works locally and across the state through a variety of charitable funds and strategic initiatives. The public foundation professionally manages 1,000 charitable funds for individuals, families, companies and nonprofits in addition to powering several key initiatives such as Educate Texas at CFT, W. W. Caruth, Jr. Fund at CFT and CFT’s North Texas Giving Day. CFT has awarded more than $2 billion in grants since its founding in 1953. Learn more at cftexas.org.

About The Dallas Foundation
The Dallas Foundation, established as a community foundation in 1929, brings together people, ideas and investments in Greater Dallas so individuals and families can reach their full potential.