February Meeting

Title

Engaging High Capacity Donors for Inspired Outcomes

Description Intro

Learn how to engage the highest capacity donors to help them achieve positive impact for themselves, their family, and for the nonprofits they love, lead, and support.

Who Should Attend

• Client advisors to wealthy families
• Planned Giving professionals
• Any fundraiser who wishes to learn how to partner more effectively with advisors.

By the End of this Talk You Will be Able To:

• Conduct a “donor dialogue” that will elicit the client’s highest aspirations for self, family, and society.
• Understand your role at the gift planning table, whether you are an advisor or a nonprofit professional.
• Be able to collaborate effectively with allied professionals to help clients and donors create the most meaningful legacies.

Biography

Phil Cubeta, CLU, ChFC, MSFS, CAP is the Sallie B. and William B. Wallace Chair in Philanthropy at The American College. In that capacity, he trains both advisors and fundraisers in philanthropy for high capacity clients and donors. Phil’s essays on philanthropy have appeared in Tracy Gary’s Inspired Legacies (Wiley and Sons: 2008); H. Peter Karoff, The World We Want: New Dimensions in Philanthropy and Social Change  (Altimira Press: 2007); and Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008). Phil has been quoted, or been the subject of articles, in The New York Times, Lifestyles Magazine, Town and Country, The Journal of Gift Planning, Financial Planning, CFA Magazine, and The Financial Times. He is a past President of the North TX Council of PPP, and is a member of the PPP Leadership Institute.