2020 CAP Study Group

We are the foundation for a thriving community.Our community is a special place, with a long history of caring citizens, rapid growth and a robust economy. But as it continues to grow, so to do the needs of those facing imbalances in income, racial equity, and educational and economic opportunity. And data suggests these needs will only increase. But the future of our community can remain bright.At Communities Foundation of Texas, we work side by side with caring donors, committed nonprofits, philanthropy-focused businesses and civic leaders to help build communities that thrive for all.https://www.cftexas.org/

Communities Foundation of Texas

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

Registration for the 2020 CAP®️ Study Group program will kick off with a virtual Informational Meeting on May 28 from 4:00-5:00 p.m (CST). Phil Cubeta, MSFS, CLU®️, ChFC®️, CAP®️, Assistant Professor of Philanthropy at The American College, will be the featured speaker. About CAP®️The CAP®️ designation is administered by The American College of Financial Services and provides comprehensive education on the strategies of philanthropic planning. The program teaches the skills professional advisors and nonprofit professionals need to advise clients and donors on charitable giving, which in turn maximizes the impact of philanthropic investments within our community.The Dallas CAP®️ study group program was the first, and remains, the longest running in the nation. For close to a decade, it has been organized and administered by Todd S. Healy, CAP®️, founder, and Rebecca Bates, executive coordinator, for C3 Financial Partners. 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.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. To register for the 2020 CAP®️ Study Group, <a href="https://cap-study-signup.eventbrite.com" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">visit this website</a>.For additional information about the spring informational session and the 2020 CAP®️ Study Group Program, please contact Carolyn Newham (cap@cftexas.org) at Communities Foundation of Texas, or Kim Montez (kmontez@dallasfoundation.org) at The Dallas Foundation.

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2020 CAP Study Group

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2020 CAP Study Group

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