Who is this For?

Organizations seeking to develop legacy gifts with the help of allied advisors and platform partners.

What makes this unique?

We are focused on the community-based organizations in which we ourselves actively participate as donors, board members, leaders, and volunteers.

  • Houses of Worship

    These pass on our values to our heirs and keep our community vibrant. Few have endowments, few have expert fundraisers, but they have devoted donors, and we can help!

  • Homeless shelters, food banks, and arts organizations

    These, and other voluntaristic organizations, are the heart and soul of the community. And yet, few have endowments, few can compete for legacies. We can help!

  • Your organizations

    Where do you worship, give, serve on a board, volunteer, attend events, bring your chidren and grandchildren? Which of these are positioned for long-term success? They need our help and deserve it!

Learning Outcomes

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

  • Bring your board onboard

  • Bring allied advisors on board

  • Upskill your staff

  • Engage highest capacity donors

Course curriculum

For online, self-paced learning

    1. Welcome

    2. Who Are We to Be Together?

    3. Introduction to the Main Ideas

    4. Course Learning Objectives

    5. Format

    6. Navigating the Course

    7. On the Use of Toggles in this Course

    8. A Book to Order

    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. Preparing Heirs for Significant Wealth

    9. Resources for Preparing Heirs

    10. Take-Aways and Transition

    1. Quick Start

    2. 10 Domains of Family Wealth: Where Philanthropy Fits

    3. Charting Philanthropic Advisory Services

    4. Creating a Giving Plan

    5. Bill Braddock Calling

    6. Not Eleemosynary

    7. Wargaming The Gates Giving Pledge

    8. Pushback from a Multi-Family Office

    9. The Moral Foundation of the Rising Generation

    10. The Planning Horizon

    11. Insights from Wealth in Families by Charles Collier

    12. Take-Aways and Transition

    1. Quick-Start

    2. Paula Asks her University

    3. She Comes to You as a Nimble Nonprofit

    4. Paul Asks Todd to Do some Community Sleuthing

    5. Takeaways and Transition

    1. Quick Start

    2. Charitable Tools Once Over Lightly

    3. "I Just Sold My Business. Can you Help Me?"

    4. A Business Owner in Transition

    5. How Can I Possibly Give Big to a Small Nonprofit?

    6. Learn More and Do More

    7. Take-Aways and Transition

    1. Quick Start

    2. The Legacy Home Run Talk

    3. Recap with Emphasis

    4. Ruth, The Strip Mall Developer

    5. "I Want to Support Five Organizatons in Perpetutity"

    6. "All In"

    7. Family Diaspora

    8. "My Legacy is Helping Others Achieve Theirs"

    9. Family Foundation as Gatekeeper

    10. The Wealthy Donor Wants Control

    11. Imagine it is 90 Days from Now

    12. The Capacity in Which Professional Advisory Board Members are Acting

    13. Take-Aways and Transition

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.

How the Course Works

A member of your team and an allied advisor will co-faciliate

  • 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 Office Hours. You come to prepared to lend your professional perspective.

  • Weekly Office Hours

    1 hour per week

    Drop in discuss how you will apply what you are learning.

  • Local Study Group

    In certain cities

    In some place people have come together to meet locally using the course as staging area for a shared legacy initiative.

Join Us.

If you have a coupon code, apply it at checkout.

Enroll Now

Course Creator

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.