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The 2023 North Texas CAP® Study Group is full and on a waitlist. For more information, please contact Elizabeth Liser, Kim Montez, or Todd Healy.

Communities Foundation of Texas, The Dallas Foundation, and C3 Financial Partners 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 January 9, 2023 to July 24, 2023 to 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. The 2023 Study Group is full and has moved to a waitlist. For more information, please contact Elizabeth Liser, Kim Montez, or Todd Healy.


2023 CAP® Study Group Dates:

Meeting Time: Mondays from 4:00 - 5:30 p.m.

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

Session 1 - 839

Session 2 - 849

Session 3 - 859

1/9/2023 3/20/2023 6/5/2023
1/23/2023 4/3/2023 6/12/2023
2/6/2023 4/17/2023 6/26/2023
2/27/2023 5/1/2023 7/10/2023
3/6/2023 5/15/2023 7/24/2023

There is no cost for the CAP® Study Group. The for-profit rate for the CAP® course is $3,995 and the non-profit rate is $3,295. 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, and other scholarship opportunities found here.

2023 CAP® Moderators:

Session 839
Jayne Grimes – Philanthropic Advisor      
Todd S. Healy – C3 Financial Partners                                
Session 849
Jennifer Lehman – The American College
Steven Novak – RGT Wealth Advisors
Session 859
Richard Maus – Maus and Associates
Marianne Piepenburg – Philanthropic Advisor
Keith Waggoner – Excellence in Giving, LLC

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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