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.

2026-2027 CAP® Study Group details:

For the blurb to the left of the schedule: 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 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
09/14/2026
09/28/2026
10/12/2026
10/26/2026
11/09/2026
Course 2 - 549
01/04/2027
01/11/2027
01/25/2027
02/08/2027
02/22/2027
Course 3 - 559
03/08/2027
03/22/2027
04/05/2027
04/19/2027
05/03/2027

2026 CAP® moderators

Course 1 - 539
Kalita Blessing
Mercer Advisors
Megan Hyman
Dallas Jewish Community Foundation
Course 2 - 549
Meredith Camp
Wells Fargo
Vicki Johnson
Salvation Army
Course 3 - 559
Keith Waggoner
Excellence in Giving
Diana Kao
UT Southwestern Medical Center

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 14, 2026.
  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.

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