1 Hour Webinar on Planned and Major Giving


Item Number: 148

Time Left: CLOSED

Value: $1,000

Online Close: Jun 14, 2011 12:00 AM CDT

Bid History: 0 bids

Description

Phil Cubeta of the American College is donating a 1 Hour Webinar for your oganizations Board of Directors or Top Donors. Titled "Inspired Gifts for a More Just Community" this webinar is a jam packed hour of learning and information sharing.


What You Will Learn:



  • How to work with your advisors to create an inspired legacy plan for self, family and community.


Who Should Attend:



  • Board Members

  • High capacity donors for social justice


Delivery:



  1. You will listen to a pre-recorded 60 minute lecture, with slides and links to further resources.

  2. You will attend a facilitated conference call in which you will discuss how to apply what you have learned for the benefit of the organizations you love, lead and support.


Topics:



  • Negative trends in philanthropy and in our communities

  • 5 positive megatrends

  • Advisors role in Legacy Planning

  • Your Role: Connecting love, money and faith as you set your priorities for self, family, and society.


Speaker/ Facilitator:


Philip B. Cubeta, CLU, ChFC, MSFS, CAP


The Sallie B and William B. Wallace Chair in Philanthropy at the American College.


Phil teaches philanthropy to financial advisors and major gift officers. His essays on philanthropy appreared in Tracy Gary's Inspired Legacies, Your Step by Step Guide to creating a Giving Plan and Leaving a Legacy (Wiley and Sons: 2008) and many more. 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, Registered Rep, and The Financial Times.


Phil serves on the Board of Interfaith Worker Justice, is on the Professional Advisory Board for Inspired Legacies, and is a past Board member of Advisors in Philanthropy. He is a Past-President of the Dallas Council of Patnership for Philanthropic Planning.

This is a Live Event Item.

Special Instructions

If you have questions about this item please contact Dani Samons at dsamons@iwj.org or 773.728.8400 x18.

Donated by

Phil Cubeta