Just 18 Minutes of Online Self Study

And it will make a world of difference for generations to come.

  • Short videos

    To guide and motivate

  • Practical Tools

    Worksheets, handouts, and links to resources

  • Wisdom to inspire

    This will not be dull or technical. Your instructor is clear, to the point, and encouraging.

Learn How to Take Control of Your Legacy

"Well, you know, we all want to change the world." - John Lennon

In this micro-course you will learn how to:

  1. Clarify your legacy goals.
  2. Communicate your direction to your advisors.
  3. Partner with the nonprofits you love, lead and support.
  4. Communicate as you think best with heirs.

Your Instructor

For this self study online micro-course

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.

Tuition is $39

Prepaid by Todd Healy, CAP

You will not be charged and no credit card information will be taken.
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