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Registration for the 2022 North Texas CAP Study Group is now closed. Registration for the 2023 group will begin in this fall. Please email Elizabeth Liser if you would like more information, or to be added to the waitlist. Thank you!

Communities Foundation of Texas and The Dallas Foundation are proud to sponsor the Chartered Advisor in Philanthropy (CAP®) Study Group Program

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. 

Communities Foundation of Texas and The Dallas Foundation 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:

The ten-month study group program (which for 2022 has been closed to new registrants) will run from January 10, 2022 to August 22, 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.


2021-2022 CAP® Study Group Dates:

Sessions 1 and 3:
Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas, Texas 75225

Session 2:
The Dallas Foundation
3000 Pegasus Park Drive, Suite 930
Dallas, Texas 75247

Meeting Time: Mondays from 4pm - 5:30pm

Session 1 - 839

Session 2 - 849

Session 3 - 859

1/10/2022 3/21/2022 6/13/2022
1/24/2022 4/4/2022 6/27/2022
2/7/2022 4/18/2022 7/25/2022
2/28/2022 5/2/2022 8/8/2022
3/7/2022 5/16/2022 8/22/2022

2021-2022 CAP® Moderators:

Session 1 - 839
Kevin Calandro, The Calandro Group
Elizabeth Liser, Communities Foundation of Texas

Session 2 - 849
Gary Garcia, The Dallas Foundation
Steve Novak, RGT Wealth Advisors

Session 3 - 859
Kalita Blessing, Quest Capital Management
Kent Weimer, Parkland Foundation

The for-profit rate for the CAP® course is $3,800 and the non-profit rate is $3,000. A limited number of $500 scholarships may be available to both for-profit and non-profit individuals who are paying for the CAP® program directly themselves. There is no cost for the CAP® Study Group.

For additional information about the CAP® Designation, contact Elaine Gulezian at The American College.

For additional information about the CAP® Study Group Program, contact
Elizabeth Liser at Communities Foundation of Texas, or Kim Montez at The Dallas Foundation.

Call on us to provide value for you and your clients

Charitable planning with your clients is good business. It broadens and differentiates your services, helps create a strong bond with your clients, and serves your clients and the community. When your clients are ready to maximize their charitable giving or plan their legacy, you can trust our staff to work with you to create the best philanthropic plan.

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