Log in

Family Philanthropy: Five Essential Conversations for Advisors and Nonprofit Gift Planners

  • 11/09/2021
  • 11:30 AM
  • Brain Performance Institute

Registration


Register


PLEASE JOIN US ON 

NOVEMBER 9, 2021


We Are Meeting "In Person" 

(Box Lunch Will Be Provided)


Brain Performance Institute

(Ellipse Room)

2200 W. Mockingbird Lane

Dallas, TX 75235

Directions:

https://www.google.com/maps/dir/32.9613674,-96.8065024/brain+performance+institute/@32.8903997,-96.9266092,12z/data=!3m1!4b1!4m9!4m8!1m1!4e1!1m5!1m1!1s0x864e9d490c4cd58b:0x127eb26536f65338!2m2!1d-96.848578!2d32.8244091


A "Virtual" Option to Attend is Also Available


IN PERSON: 11:30 - 1:00 p.m.

VIRTUAL: NOON-1:00 p.m.


RSVP DEADLINE:

Wednesday, November 3, 2021 (5:00 p.m.)


FAMILY PHILANTHROPY: FIVE ESSENTIAL CONVERSATIONS FOR ADVISORS AND NONPROFIT GIFT PLANNERS


PHIL CUBETA, CLU®, ChFC®, AEP®, MSFS, CAP® 

PLEASE NOTE: SPEAKER WILL BE "VIRTUAL" AND NOT "IN PERSON"

In this presentation you will learn how, from your professional role, to help clients touch all the bases as they hit their legacy home run for themselves, their family, and for the nonprofits they love. By the end of the session, you will be able to: 1) support a conversation about identity and purpose at "home base"; 2) support clients in determining, through an appropriate advisor, if they have enough for themselves; 3) help clients at third determine, with an appropriate advisor, where their wealth will go at death; 4) help clients appreciate the role of charitable tools at third base; and  5) help them structure a gift that brings their legacy home to a nonprofit near and dear to their hearts. 

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum. Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents. He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter). Phil's original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. He also holds the Masters of Science in Financial Services (MSFS) from The American College.


TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

or

Go to the Website:

www.dallascharitablegiftplanners.org

PLEASE NOTE REGISTRATION OPTIONS!

OPTIONS ARE "IN PERSON" OR "VIRTUAL"

There is no continuing education credit.  After registration closes, an additional email will be distributed to the registrants regarding access instructions to the online presentation.  If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form.  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE.  ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION.

SPONSORED BY:


We Would Like to Thank All of Our 2021 Sponsors

Communities Foundation of Texas

C3 Financial Partners

The Dallas Foundation

Dallas Jewish Community Foundation

HighGround Advisors

PNC Institutional Asset Management

Southern Methodist University

Holland & Knight

Texas Presbyterian Foundation

ThinkGiving

Weaver


DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com

 



About us

The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.

Become a member

Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.

Contact us


Copyright 2021 Dallas Council of Charitable Gift Planners