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ADVISORS > CAP® STUDY GROUP PROGRAM

Proud sponsors of Chartered Advisor in Philanthropy (CAP®) Study Group Program
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CAP® Study Group Program

The Chartered Advisor in Philanthropy (CAP®) Study Group Program is a collaborative forum that brings professional advisors and nonprofit leaders together to learn about charitable planning and build lasting professional networks. For 10+ years, this peer-learning experience has empowered participants to be more connected to philanthropic resources to help their clients’ giving.

Communities Foundation of Texas and The Dallas Foundation administer the program in North Texas, equipping financial planners, CPAs, estate attorneys, insurance professionals, nonprofit development, and gift planners with philanthropic planning concepts while honing their listening skills and building a strong network throughout the region.

2026 CAP® Study Group details:

The seven-month study group program will run from September 29, 2025 to May 4, 2026. It will support 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.

2025-2026 CAP® STUDY GROUP DATES:
Meeting Time: Mondays, 4:00 – 5:30 p.m. 

CAPpy Hours are scheduled for September 29, 2025 and May 4, 2026.

LOCATIONS: 

  • COURSES 1 AND 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
Course 1 - 539
09/29/2025
10/06/2025
10/20/2025
11/03/2025
11/17/2025
Course 2 - 549
01/05/2026
01/12/2026
01/26/2026
02/09/2026
02/23/2026
Course 3 - 559
03/09/2026
03/23/2026
04/06/2026
04/20/2026
(Tues.)
05/04/2026

2026 CAP® moderators

Course 1 - 539
Craig Foster
Baylor Scott and White Dallas Foundation
Kerri Lai
Wells Fargo Wealth & Investment Management
Course 2 - 549
Tommy McBride
McBride & Associates
Kent Weimer
Gift Planning Specialist
Course 3 - 559
Micah Adams
Strata Wealth
Jennifer Ware
Impact City

Registration information

Cost

Through the end of 2025, the for-profit rate for the 2025 CAP® Program Package is $4,495 and the nonprofit rate is $3,695.

There is no cost for the CAP® Study Group.

Scholarships

A limited number of $500 scholarships may be available to both for-profit and nonprofit individuals who are paying for the CAP® program directly themselves. These opportunities can be found here.

Registration for the CAP® course and North Texas Study Group
  1. Register for the CAP Program with The American College by calling their Admissions Team at 888-263-7265. Please tell them that you work for a Nonprofit and that you are participating in the North Texas CAP Study Group which starts September 29, 2025.
  2. Register for the North Texas CAP Study Group. Once you’ve registered for the course with the college, also register here for the North Texas Study Group. 
  3. For more information about the CAP® Designation, contact Robert Hughes at The American College.

Let us help build your charitable network.

We can help broaden and differentiate your services, so you can strengthen your client relationships.

Morgan Richards O scaled e1753824485445
Morgan Richards
Director, Charitable Gift Planning

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