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Philanthropic Planning for Highest Capacity Donors with Philip Cubeta

Mid-America Planned Giving Council

Friday, November 10, 2017 from 7:30 AM to 9:00 AM (CST)

Philanthropic Planning for Highest Capacity Donors with...

Ticket Information

Ticket Type Sales End Price Fee Quantity
MAPGC members   more info Nov 10, 2017 Free $0.00
Non-Member - first time in 2017 Nov 10, 2017 Free $0.00
Non-Member - with prior registration in 2017   more info Nov 10, 2017 $25.00 $2.24

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Event Details

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

Learning Objectives: 
• Conduct a “donor dialogue” that will elicit the client’s highest aspirations for self, family, and society.
• Understand your role at the legacy 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 gift

Agenda:

7:30 – 7:50 am - Registration/Breakfast
7:50 am - Announcements
8:00 – 9:00 am  - Program

Presenter: Philip Cubeta, CLU®, ChFC®, CAP® As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, CAP® 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.

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.

He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter) and on the Board of Interfaith Worker Justice. He is a past President of the North Texas Council of PPP.

Have questions about Philanthropic Planning for Highest Capacity Donors with Philip Cubeta? Contact Mid-America Planned Giving Council
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When & Where


Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110

Friday, November 10, 2017 from 7:30 AM to 9:00 AM (CST)


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Organizer

Mid-America Planned Giving Council

The Mid-America Planned Giving Council (MAPGC) helps local fund development and estate planning professionals improve and maintain their charitable gift planning skills while providing a unique environment to get to know the people and issues that impact planned giving in the Greater Kansas City area.  See why MAPGC would be beneficial to your career.

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Philanthropic Planning for Highest Capacity Donors with Philip Cubeta
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