How would you respond?

Harvard's Budget is $64 billion

98% of nonprofits have budgets under $10 million

If these vital community-led organizations are to get their fair share of the legacy wealth wave, they will need to collaborate with those who can help.

Purpose and Significance

Advisors will join with the leaders of community-based organizations to help them raise significant gifts, including endowed gifts, from their most devoted donors. A Platform Organization, such as a Community Foundation, Faith Foundation, or Health Foundation, will host and provide needed infrastructure. 

Learning Outcomes

By the end of this course, you will be able to:

  • Decide what role giving will play in your personal, professional, and civic life.

  • Implement a team approach to legacy planning across our disciplines.

  • Help your best clients and donors bring their legacy home.

  • Help your community thrive for generations to come.

Course curriculum

For online, self-paced learning

    1. Quick Start

    2. Democracy in America, as seen by Alexis de Tocqueville

    3. Overview of the U.S. Nonprofit Sector

    4. Taking a Rooting Interest

    5. Family Giving in Your Life

    6. A Cause that has Become Personal

    7. Raising Generous and Responsible Children

    8. The Troll from Under the Bridge

    9. Preparing Heirs for Significant Wealth

    10. A Case in Point

    11. From Success to Significance

    12. Immigrants and Natives to Wealth

    13. Resources for Preparing Heirs

    14. Your Nonprofit Leadership

    15. Connecting to Your Classmates

    16. Workbook for Module 1

    17. Onward!

    1. Quick Start

    2. Where Philanthropy Fits in Legacy Planning for Families of Significant Wealth

    3. Tensions and Torsions

    4. Bill Braddock Calling

    5. Not Eleemosynary

    6. An Impact First Family Office?

    7. Wargaming The Gates Giving Pledge

    8. Pushback from a Multi-Family Office

    9. The Moral Foundation of the Rising Generation

    10. Your Seat at the Table

    11. Workbook For Module 2

    12. Onward!

    1. Quick Start

    2. What Might Trigger a Client or Donor to Want a Giving Plan?

    3. Four Donor Profiles

    4. A Philanthropic Design Canvas

    5. Your Philanthropy Roadmap

    6. Tracy Gary: Inspired Philanthropy

    7. Stanford PACS Toolkit

    8. NCFP: Clarifying Your Purpose

    9. Tools from 21/64

    10. What Others Offer

    11. Handle or Handoff?

    12. Workbook for Module 3

    13. Onward!

    1. Quick Start

    2. The Legacy Leader

    3. The Legacy Home Run Talk

    4. A Gift for Those Attending

    5. Convening the Legacy Process

    6. Ruth, The Strip Mall Developer

    7. Do Any Nonprofits Come to Mind?

    8. Do Any Clients or Donors Come to Mind?

    9. Do Any Advisors Come to Mind?

    10. Do Any Platform Partners Come to Mind?

    11. Workbook for Module 5

    12. Onward!

Benefits

  • Help our best clients and donors bring their legacy home.
  • Team across our disciplines to help our donors, clients, and community.
  • Make lasting difference in the lives of those who come after us.

FAQ

  • Where and when do we meet?

    Will be specified by your Study Group Moderator.

  • Do I get CE?

    The online course has been approved for 8 hours of CFP CE. Consult your facilitator for any credits for the Study Group sessions.

  • Is there an exam?

    No, but you must pass a quiz inside the course to get CE for CFP.

  • Are there prerequisites?

    No prerequisites, but, ideally advisors will bring with them a recognized credential like JD, CPA, CFP, AEP, TEP, or CAP.

How the Course Works

And Your Time Commitment

  • Recorded Content

    1 hour for each of 10 weeks

    The online course is self-paced with short videos, readings, links, and reflections. You are asked to review this material prior to your Study Group meeting. You come to class every other week prepared to lend your professional perspective.

  • Study Group Sessions every Other Week

    1 hour per Session, or as scheduled by your Facilitator

    Each person comes as a peer professional to lend their unique insights. Guest speakers, donor testimony, and site visits may be included at the discretion of the Moderator.

  • Workbook

    You will leave with a workbook

    Record your thoughts and prepare your next steps.

Join Us.

$595 for Advisors. 25% off for Advisors who are CAPs. For each nonprofit, up to 5 employees or board members may attend for one tuition. If you have received a coupon code, apply it at checkout. Your moderator will provide times and dates for your Study Group meetings.

Course Creator

Phil Cubeta, CLU, CHFC, MSFS, AEP, CAP

Founder | Philanthropy Offerings

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. Now, as the Founder of Philanthropy Offerings, I teach philanthropic planning in support of community-based organizations to which the donor has a heartfelt connection.