About

Helping Legacy Creators

The goal is to help legacy creators make a big difference locally with the nimble nonprofits that do so much with so little, often against almost impossible odds. All I provide is education. Look around. Get involved locally and let me know how I can help. 



Legacy Educator

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.