The Chartered Advisor in Philanthropy (CAP®) Study Group Program brings professional advisors and nonprofit leaders together to learn charitable planning strategies and build lasting professional connections. For more than a decade, the program has helped participants deepen their knowledge of philanthropy, strengthen client and donor relationships, and maximize community impact.
In North Texas, the program is administered by Merrill Lynch, The Dallas Foundation, and Communities Foundation of Texas, equipping financial planners, CPAs, estate attorneys, insurance professionals, and nonprofit leaders with philanthropic planning expertise and a strong regional network.
The seven-month study group program will run from September 14, 2026 to May 3, 2027. It will support candidates who are enrolled in the CAP® program offered by The American College of Financial Services. There are no fees to join the study group and enrollment is limited.
2026-2027 CAP® STUDY GROUP DATES:
Meeting Time: Mondays, 4:00 – 5:30 p.m.
LOCATIONS:
Courses 1 & 3:
Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas, Texas 75225
Course 2:
Merrill Lynch
5910 N. Central Expwy. Suite 1980
Dallas, Texas 75206
Kalita Blessing
Mercer Advisors
Megan Hyman
Dallas Jewish Community Foundation
Meredith Camp
Wells Fargo
Vicki Johnson
Salvation Army
Keith Waggoner
Excellence in Giving
Diana Kao
UT Southwestern Medical Center
To register for the CAP® course and North Texas Study Group:
For additional information about the CAP® Designation, contact Robert Hughes at The American College.
If you have any questions about registration, the study group experience, or upcoming cohorts, please contact Kevin Betancourt, Director of Philanthropic Partnerships.
Kevin Betancourt
Director of Philanthropic Partnerships
kbetancourt@dallasfoundation.org