For Nimble Nonprofits

And The Donors Who Love Them

  • You as a community-led nonprofit, do so impossibly much with so impossibly little. 
  • I am a long-term philanthropy educator whose heart is with the local, volunteer-driven organizations that are the heart and soul of our communities.
  • Let me teach you how to raise big dollars from your best donors!

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.