An invitational program convened with local moderators

Conveners bring advisors and nonprofits together to help their clients and donors make transformational gifts.

  • Board-Level Element: Are We Ready to Catch The Legacy Wealth Wave?

    A small group, highly interactive presentation for board-level leaders and senior decision-makers. The group will leave motivated to prioritize legacy gifts from the loyal few who can do so much. Some will agree to advance their own legacy planning through the process provided.

  • Course Element: Planning for Transformational Legacies

    10-week action-oriented Study Group for advisors, Nonprofit Executive Directors, Board members, and Fundraisers. Convened by a Community Foundation, Faith Community Foundation, or other philanthropic platform provider. Prepares the participants to collaborate on transformational legacies for community-based organizations, including those who do not yet have an endowment or even a full-time fundraiser.

  • Donor Element: Legacy Home Run

    A presentation for the highest capacity, legacy-age donors and their advisors. Motivates donors to start and end their legacy plan on home base: the nonprofits that are the values-guardians and service providers to their community. Encourages advisors to support the process around the bases to include financial plans at first, business exit plans and estate plans at second, and charitable tools at third.

Use Case

Only 2% of nonprofits have budgets of $10 mm or more. Few have endowments. Few have Planned Giving Officers. Few if any can afford a full-time CAP. Fewer yet can afford to wait a decade for "expectancies" to mature. Still, these vital organizations can catch the legacy wealth wave, if certain conditions are met.

  • Board and Senior Leaders buy in.

  • The organization has at least a few high-capacity, legacy-age donors who consider the nonprofit essential to their identity and community.

  • A Platform Partner provides needed infrastructure.

  • Advisors are trained and motivated to collaborate.

The Realities of Wealth

The Few who Can Do so Much.

  • $84 trillion over the next two decades will pass from Boomers to heirs and nonprofits.

  • .05% of donors give 55% of all donated funds.

  • Legacy dollars go disproportionately to Colleges, Universities, and Hospitals.

  • Donors’ hearts, minds, and souls are often deeply engaged in their local, community-based organizations.

  • Big donors would give big, endowed gifts to local, community-based organizations if they knew they could.

Our Legacies and The Fate of Our Communities

With the help of legacy-trained advisors and a Platform Partner, even small to mid-sized community-based nonprofits can compete and win in competition with billion-dollar endowed institutions.

  • The legitimacy of nonprofits and the resilience of our communities depend on a broad base of public participation.

  • To build the infrastructure needed for the many to leave a meaningful legacy, the few must step up to the plate to fund the needed infrastructure.

  • Home-run legacy decisions are never made without the assistance of qualified advisors. They can be enlisted as volunteers.

The Role of the Platform Organization

Often, it is a Community Foundation or Faith Community Foundation. It may also be a National Platform Provider, Advisory Firm, or Consultant.

  • Convene the players and provide needed education, motivation, and leadership.

  • Bring into the mix the nonprofits that serve as Values Guardians and Service Providers to the community in which the donor is embedded.

  • Bring qualified advisors and consultants into the mix so families receive the best possible advice.

  • Provide access to charitable tools including Endowments, Area of Interest Funds, Donor Advised Funds, Supporting Organizations, and Giving Circles.

  • Connect legacy planning to values grounded in community, identity, and tradition.

Cohorts Now Forming

In Dallas

  • History

    This program evolved over 12+ years of Chartered Advisor in Philanthropy Study Groups in Dallas and elsewhere.

  • Evolution

    The program is now in its third iteration with the Dallas Jewish Community Foundation (DJCF).

  • Now

    Cohorts are now forming in Dallas with DJCF and others for Fall 2024.

Learn More

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Thank You

Program Creator

Happy to brainstorm with you about how this may work for you and your constituents.

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.