Empower your board, volunteers, and advisors to identify, cultivate, and close legacy donors.

Build on the legacy wealth wave. And focus on the few who can do most.

Book large, relationship-based gifts from successful business owners and others with non-cash assets. 

About the Legacy Prospect Qualifier

Drawn from the proven best practices of financial advisors and adapted for use by Nimble Nonprofits who may not yet have a full-time fundraiser.

Meet The Course Creator

Hi, I am Phil Cubeta. I have taught legacy planning to several thousand nonprofit gift planners and professional advisors in The Chartered Advisor in Philanthropy program. Earlier in my career, I trained financial advisors in basic sales and also in advanced planning. This Workbook is the key to it all.  Not what you know, but whom. 

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Start building a big gift pipeline for your Nimble Nonprofit.

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