Bringing Philanthropy Home

On behalf of our Community-Based Nonprofits

Why us, why now?

98% of nonprofits have budgets under $10 mm

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: Community Foundations, Faith Foundations, other Platform Providers, and Allied Advisors. This course brings these resources to the table.

Learning Outcomes

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

Implement a team approach to legacy planning across our disciplines.
Help your best clients and donors bring their legacy home to their family and to the organizations they love, lead, and support.
Decide whether and how you will add “principal gifts” to your professional repertoire, whether you approach them as an advisor, volunteer, or nonprofit leader.

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. Wargaming The Gates Giving Pledge
7. Pushback from a Multi-Family Office
8. Your Seat at the Table
9. Workbook For Module 2
10. 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. Workbook for Module 5
10. Onward!
1. Quick Start
2. Foundation or DAF?
3. Gift Annuity or CRT?
4. Pairing Asset with Charitable Strategy
5. I Just Sold My Business, Can you Help Me?
6. Gifts of Business Interests
7. QCD to DAF?
8. Retained Life Estate
9. Bargain Sale
10. Life Insurance as a Charitable Gift
11. Lead Trust (Non-grantor)
12. Starting a Nonprofit
13. International Giving
14. Impact Investing
15. Funding Lobbying
16. Workbook for Module 6
17. Onward!
1. Quick Start
2. The Wealthy Donor Wants Control
3. Are Charitable Gift Agreements Legally Enforceable?
4. Grant Request Denied!
5. Don't Tell Dad, but....
6. May Scholarships be Restricted by Race?
7. Called out!
8. Listening in Conflictual Situations
9. On Philanthropic Work in Contentious Times
10. Can We Work Both Sides of the Street?
11. Your Personal Commitments
12. Workbook for Module 7
13. Onward!
1. Quick Start
2. 7 Levels of Listening for Legacy
3. Holding the Client or Donor's Crucible
4. What Quakers Know About Listening
5. The Power of Our Attention
6. Legacy Through the Seasons of Life
7. Moral Autobiography
8. Your Final Teaching
9. Your Legacy Playlist
10. Where Do You Give and Why, Nick?
11. On a Swing Set at Dusk
12. Workbook for Module 8
13. Onward!
1. Quick Start
2. Introducing Mark Weber, JD, CAP
3. Mark's Impact on Omaha
4. Audiences for whom the book was written?
5. Mark's highest hope for the Nonprofit Gift Planners?
6. How important is it that Advisors do the Worksheets themselves?
7. How Important is it that Nonprofit Gift Planners Touch all the Bases?
8. Why should Advisors start from Values?
9. Why should Nonprofit Gift Planners elicit Donor Values?
10. Could Nonprofit Gift Planners actually Lead this Legacy Process?
11. How should Nonprofit Gift Planners use the Book?
12. What outcomes are possible?
13. Final words of Encouragement for Nonprofit Gift Planners
14. Where is your Practice on the Legacy Spectrum?
15. Workbook for Module 9
16. Onward!
1. Quick Start
2. Hired Help or Hired to Help?
3. SWOT
4. The Poehler Principles
5. Your Role, Act, and Scene
6. How Will You Probe, Sense, and Respond?
7. Who Are We To Be Together Going Forward?
8. For Further Study and Engagement
9. Strictly Technical
10. Workbook for Module 10
1. To Receive 8 Hours of CE for CFP
2. Knowledge Check for CFP CE

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 their prerequisites?

No prerequisites, but, ideally advisors will bring with them a recognized credential like JD, CPA, CFP, AEP, TEP, or CAP. For Nonprofits, it is helpful, but not required that you have already taken, Bringing Principal Gifts Home, and have determined that you do have at least a few principal gift prospects and that you would like to team up with qualified advisors to facilitate such gifts.

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. If you have received a coupon code, apply it at checkout. Your moderator will provide times and dates for your Study Group meetings.

Enroll Now

Course Creator

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

Founder | Philanthropy Offerings

[email protected]

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 an independent resource, I learn from my former students as we put what we have learned into action.