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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 will run from October 11, 2021, to May 16, 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.

LEARN MORE ABOUT THE CAP® DESIGNATION 

REGISTER FOR THE CAP® STUDY GROUP INFO SESSION: AUG. 10  

REGISTER FOR THE CAP STUDY GOUP 

2021-2022 CAP® Study Group Dates:

Locations: 
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

10/11/2021 1/10/2022 3/21/2022
10/25/2021 1/24/2022 4/4/2022
11/8/2021 2/7/2022 4/18/2022
11/29/2021 2/21/2022 5/2/2022
12/13/2021 3/7/2022 5/16/2022
 

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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