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August Virtual Education Program
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 Export to Your Calendar 8/21/2020
When: Friday, August 21, 2020
11 AM - 12 PM
Where: Zoom
Houston, Texas  77027
United States
Contact: Megan Woodburn, Chapter Administrator
832-871-5961


Online registration is available until: 8/19/2020
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Catch The Legacy Wealth Wave: 

 

Helping Your Boomer Donors Hit a Legacy Home Run

 

Join us for a joint educational program with the Charitable Gift Planners of Houston!

 

As Boomer’s enter their legacy planning years, they are slated to leave trillions to heirs and charity. How will you position yourself on the donor’s legacy planning team as he or she decides how much to leave now, later and at death to your organization, other organizations, and to heirs?

 

In this interactive session you will learn a proven analogy to help you communicate your role to donors and their advisors as the bigger gifts are planned

 

 

 

Speaker

Phil Cubeta

Assistant Professor of Philanthropy

CAP® Program Director

Sallie B. and William B. Wallace Chair in Philanthropy

 


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.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). He is a past President of the North Texas Council of Partnership for Philanthropic Planning. In 2012 he was, along with Charles Collier of Harvard, honored with the Fithian Leadership award by Advisors in Philanthropy. In that year he was also the “Power of the Purse” awardee (Advisor category) from Dallas Women’s Foundation.  He has served on the Board of National Association of Estate Planners and Councils. And he is a member of The Leadership Institute of National Association of Charitable Gift Planners.

 

Chris Kasavich, CFRE, CAP

Chris Kasavich has been a professional fundraiser for nineteen years, serving in a variety of positions and nonprofit sectors including higher education, fine arts, and healthcare.  Currently, as a Senior Director of Philanthropic Resources at the University of Texas MD Anderson Cancer Center, Chris manages a fundraising team and personally secures major and planned gifts to support the mission of ending cancer.  Chris earned his CFRE in 2009, graduated with honors from the University of Houston Bauer College of Business with an MBA in 2010, and earned his Chartered Advisor in Philanthropy, or CAP, in 2018 from the American College in Bryn Mawr.  He lives in Houston with his wife and daughter.

 

 

Friday, August 21

11:00 AM -12:00 PM


Online Registration

This event is free for all registrants. 

 

This event is a webinar. Virtual details will be sent to registered attendees 24 hours in advance.


 

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National Philanthropy Day

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