What You Can Do Here

  • Contribute to Invitational Conversations

  • Indicate interest in convening the legacy offering.

  • Take a private legacy course online if you have been invited into it by a convener.

Good to have you here.

Happy to brainstorm with you about ways to get involved.

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 an independent resource, I learn from my former students as we put what we have learned into action.