Are You Ready to Catch the Legacy Wealth Wave?
A Decision Framework for Nimble Nonprofits Who Are New To Legacy Planning
Office Hours
Pro Bono
Be Good to Yourself
I Look Forward To Seeing You Soon
At my house on the net
Phil Cubeta, CLU, CHFC, MSFS, AEP, CAP
Founder | Philanthropy Offerings
[email protected]
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.
Scope of Services
Office Hours, readings, and courses are for general educational purposes only and do not constitute legal, tax, financial, accounting, fundraising, campaign, or solicitation advice. As a participant you remain responsible for your own decisions. You must consult qualified professionals for advice specific to your own situation or that of your donors.