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Local foundations open study group for philanthropy leaders

Written by Mindia Whittier

The 10-month graduate-level study program maximizes the impact of philanthropic investments in the community.

Registration has opened for the 2023 Chartered Advisor in Philanthropy (CAP) Study Group. The group brings professional advisors and nonprofit leaders together to learn about charitable planning.

Hosted by Communities Foundation of Texas, The Dallas Foundation and C3 Financial Partners, the collaborative forum also allows participants to build lasting professional networks.

The Chartered Advisor in Philanthropy designation is administered by The American College of Financial Services. It provides wealth advisors and nonprofit professionals education on the strategies of philanthropic planning, so they can advise clients and donors on charitable giving.

Participants gain the ability to collaborate with clients on legacy planning through a cross-disciplinary curriculum that synthesizes the art and science of philanthropic planning. Topics include taxation, finance, fundraising, purposeful planning, family office dynamics, psychology, and strategic philanthropy.

The North Texas CAP Study Group is among the first in the country. It will run from January 9 – July 24, 2023. The deadline to register online is December 10.
 

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About the author

Mindia Whittier