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Hosted by International Association of Advisors in Philanthropy

Webinar ~ Partnering with Board Level Wealth for Inspired Outcomes

Tuesday, August 24, 2010
3:00 PM - 4:00 PM Eastern Time

Overview

Some of the most sought-after speakers on wealth related topics offer educational and networking opportunities to members and non-members during one hour monthly Webinars and Teleconferences.

Cost

Free for Advisors in Philanthropy members.
Non-member cost is $25 each webinar or teleconference. Payment can be made with a credit card on-line from the event registration page. 

How It Works

Join an outstanding educator to explore new tools and strategies, marketing ideas, practice management concepts, and how to better serve your clients. Webinars and Teleconferences usually last one hour and are open to all audiences.  Registration is required. Register online or by email, phone or fax.  Once registered, you will receive an e-mail confirmation with call in and log in information from gotowebinar service. 

CFP and PACE Credit

Most webinars and teleconferences offer CFP CE and PACE credit. You must attend at least 50 minutes of the call to receive a certificate of completion.
 
Registration
Scroll down on this page for registration and payment for this event.  View and search the Event Calendar for upcoming webinars and teleconferences.  

 

Evaluation Form

After each webinar or teleconference, you will be asked three simple questions at the end of the event.  Your feedback is greatly appreciated to help guide our educational planning efforts.  A copy of your comments will be shared with the speaker.  

Location

The comfort of your own home or office.
The web address and call-in number will
be sent to you in advance.
   
 


Speakers

View Speaker Profiles

Phil Cubeta, CAP, ChFC, CLU
Sallie B. and William B. Wallace Chair in Philanthropy
The American College
Partnering with Board Level Wealth for Inspired Outcomes


Pay by Credit Card: After choosing, you will be taken to our secure PayPal payment area where you can pay by credit card, debit card or PayPal account.


Non Member Registration Fee for 8/24/10

Agenda

 


Phil Cubeta, CAP, ChFC, CLU
Sallie B. and William B. Wallace Chair in Philanthropy
The American College

Aug 24 2010 3:00PM


Partnering with Board Level Wealth for Inspired Outcomes


Learn how to partner with 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 • Board Level Donors to your organization • Client advisors to wealthy families • Fundraisers working with Board level wealth Learning Points • Negative Trends in Philanthropy Today • 5 Positive Mega-trends • Lessons from the Research • Partnering with Board Level Wealth for Inspired Outcomes. At the End of this Webinar Nonprofit Decision Makers Will be Able To: • Engage highest capacity donors in a life-affirming process that elicits an ultimate gift • Identify specific , often overlooked, market niches conducive to large gifts • Engage the board level donor’s advisors as partners in the work



Speaker Profiles

 


Phil Cubeta, CAP, ChFC, CLU
Sallie B. and William B. Wallace Chair in Philanthropy
The American College
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.


Sessions


DateCourse Title/DescriptionStart
Aug 24, 2010 Partnering with Board Level Wealth for Inspired Outcomes Phil Cubeta, CAP, ChFC, CLU 3:00 P