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Phil Cubeta, CLU®, ChFC®, MSFS, CAP®

Sallie B. and William B. Wallace Chair in Philanthropy Assistant Professor of Philanthropy

Posts by Phil Cubeta, CLU®, ChFC®, MSFS, CAP®


10 Rules of Survival When Working With a Team and Planning a Client’s Legacy

In order to guide clients and help them reach their philanthropic goals, you need to understand the inner-workings of the planning process. Below are 10 rules for survival you...

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Financial Planning, Philanthropy

Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...

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