Skip to main content

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

The Chartered Advisor in Philanthropy (CAP®) Study Group Program has provided a collaborative forum that brings professional advisors and nonprofit leaders around the same table to learn about charitable planning and 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 community impact. It’s no surprise that Communities Foundation of Texas and The Dallas Foundation have joined forces to sponsor the Study Group Program in the Dallas and North Dallas region in 2020. Organized and administered by Todd S. Healy, CAP®, founder, and Rebecca Bates, executive coordinator for C3 Financial Partners, The Dallas CAP® study group program was the first of its kind and remains the longest running in the nation.

Since the program’s inception in Texas, Communities Foundation of Texas and The Dallas Foundation have worked closely with Todd and his team to promote the program, 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 network throughout North Texas.

CAP® Study Group Details:

Registration for the 2020 CAP® Study Group program will kick off with an informational meeting and alumni reception on April 29 from 4:00 p.m. until 5:30 p.m. at The Dallas Foundation and April 30 from 8 am to 9:30 a.m. at Communities Foundation of Texas.

Register for April 29    Register for April 30

The ten-month study group program will run from October 12, 2020, to May 17, 2021 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.

Phil Cubeta, MSFS, CLU®, ChFC®, CAP®, Assistant Professor of Philanthropy and Sallie B. and William B. Wallace Chair in Philanthropy at The American College, will be the featured speaker. 

Register for CAP® Study Group

For additional information about the spring informational sessions and the 2020 CAP® study group program, contact Kathryn McGill at Communities Foundation of Texas, or Kim Montez at The Dallas Foundation.

Read the full story on our blog

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.

Request A Consultation