Purpose and Significance

You will join other professionals and leading citizens to plan for legacies that will elevate our community for succeeding generations.  

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:

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

  • Implement a team approach to legacy planning for organizations that do not yet have a significant endowment.

  • Help leading citizens bring their legacy home to their family and community.

  • Help your community thrive for generations to come.

Course curriculum

For online, self-paced learning

    1. Who Are We to Be Together?

    2. About the Course

    3. Navigating the Course

    4. On the Use of Toggles in this Course

    5. A Book to Order

    6. A Word on Compliance

    7. Take-Aways and Transition

    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. Take-Aways and Transition

    1. Quick Start

    2. 10 Domains of Family Wealth: Where Philanthropy Fits

    3. Charting Philanthropic Advisory Services

    4. Creating A Philanthropy Roadmap

    5. Bill Braddock Calling

    6. Not Eleemosynary

    7. An Impact First Family Office?

    8. Wargaming The Gates Giving Pledge

    9. Pushback from a Multi-Family Office

    10. The Moral Foundation of the Rising Generation

    11. Your Seat at the Table

    12. Take-Aways and Transition

    1. Quick Start

    2. How Fundraising is Traditionally Structured

    3. Endowment Fundamentals

    4. Board Level Considerations

    5. Considerations for Senior Leaders

    6. Gift Acceptance Policies and Procedures

    7. Gift Agreements

    8. Gift Accounting and Reporting

    9. Financial Acccounting for Donor-Restricted Gifts

    10. Fundraiser Metrics

    11. Stewardship

    12. Donor Recognition Society

    13. Role of Charitable Tools

    14. Teaming

    15. Your Professional Advisory Board

    16. Donor Qualification

    17. A Case in Point

    18. Take-Aways and Transition

    1. Quick Start

    2. A Study of Principal Gifts via CASE

    3. Challenges and Opportunties for Community-based Organizations in Acquiring Principal Gifts

    4. The Role of Community Foundations, Faith Foundations, and other Platform Partners

    5. A Conversation on Principal Gifts with Two CAPs

    6. Todd Healy, CAP Demonstrates

    7. Kent Weimer, CAP Demonstrates

    8. Your Insider Cabinet

    9. For Further Study

    10. 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. Imagine it is 90 Days from Now

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

    12. Midcourse Checkin 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

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.

  • Participatory Action Network

    On-going

    You will be a valued member of an ongoing Participatory Action Network for the good of our clients, donors, and community.

Join Us.

$595. If you have a coupon code provided by your convener, please use it at checkout.

Enroll Now

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.