For Legacy Creators

A Micro-Course that will make a world of difference

    1. A Word to the Wise

    2. Setting Direction for your Legacy

    3. Inheritance Worksheets

    4. Community Impact

    5. Your Philanthropy Road Map

    6. Giving big to a Small but Nimble Nonprofit

    7. Negotiate a Gift with the Partnering Nonprofit

    8. Provide Direction for The Attorney

    9. Legacy as Creative Act

    10. Quick Self Check - Note Your Answers Will Not be Shared with Anyone.

About this 18 minute Micro-Course

  • $39.00
  • 10 lessons
  • 4 Short Instructive Videos
  • 2 Practical Worksheets and a Handout on Charitable Tools
  • Wisdom to Inspire

Start with Why

To Take Charge of your Legacy


Micro-Course Author and Presenter

I look forward to all your legacy can be!

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

Founder | Philanthropy Offerings

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.

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

Founder | Philanthropy Offerings

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.

Take Creative Control of your Legacy Plan

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