Are you Ready for the Legacy Wealth Wave?
For Nimble Nonprofits with Budgets of $2.5 to $25 m a year.
Office Hours (Pro Bono)
Peruse the legacy readiness resources and come prepared. Meanwhile, time permitting, I will take a look at your 990. The shared goal is to make the smallest changes that will produce the biggest results now, later, and in perpetuity for you and those you serve.
Be Good to Yourself
I Am Your Host
At my house on the net
Phil Cubeta, CLU, CHFC, MSFS, AEP, CAP
Founder | Philanthropy Offerings
[email protected]
I founded Philanthropy Offerings in 2022 to help my students and friends bring philanthropy home to the communities in which they are personally engaged. My original training was in Philosophy, Psychology, and Literature. After a career in financial services, I served for twelve years as The Wallace Chair in Philanthropy at The American College of Financial Services, responsible for the Chartered Advisor in Philanthropy (CAP) designation. Over my tenure, over 2,000 advisors and nonprofit gift planners were awarded the designation. In 2022, I was inducted into The Charitable Gift Planners Hall of Fame. I have also been honored by Advisors in Philanthropy and Texas Women's Foundation. My wife and I live in Sherborn, MA, near our two children and four grandchildren.
Scope of Services
Civic Office Hours and the related readings are for general educational purposes only and do not constitute legal, tax, financial, accounting, fundraising, campaign, or solicitation advice. As a participant you remain responsible for your own decisions. You must consult qualified professionals for advice specific to your own situation or that of your donors.