Philanthropic Planning for Highest Capacity Donors with Philip Cubeta
Learn how to help highest capacity clients achieve positive impact for themselves, their family, and for the nonprofits they love, lead, and support.
• Conduct a “donor dialogue” that will elicit the client’s highest aspirations for self, family, and society.
• Understand your role at the legacy planning table, whether you are an advisor or a nonprofit professional.
• Be able to collaborate effectively with allied professionals to help clients and donors create the most meaningful gift
7:30 – 7:50 am – Registration/Breakfast
7:50 am – Announcements
8:00 – 9:00 am – Program
Presenter: Philip Cubeta, CLU®, ChFC®, CAP® As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, CAP® is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.
Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company’s top agents.
Phil’s original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. He also holds the Masters of Science in Financial Services (MSFS) from The American College.
He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter) and on the Board of Interfaith Worker Justice. He is a past President of the North Texas Council of PPP.