The Dallas Legacy Home Run Challenge 

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You missed out!

Hold the Date: 7/1/22 at 2 pm Dallas Time

The Challenge

Invite 2-3 clients or donors (or couples) to a one hour webinar on Hitting Your Legacy Home Run 

  • Provided by Phil Cubeta, CLU, ChFC, MSFS, AEP, The Wallace Chair in Philanthropy at The American College of Financial Services 
  • No charge to you or your guests
  • Your guests will leave motivated to hit their legacy home run 
  • You will follow up to help them cover all the bases
  • No one will have donor or client information, just you and your own team

Dallas has long led the way in CAP with more CAPs than any other city. Now let's see if we can convert knowledge to results for the benefit of the community. 


Phil Cubeta

The Wallace Chair in Philanthropy at The American College 

The Baseball Analogy

Learn what it is and to use it to communicate simply and effectively with your clients and donors 

Step up the plate!

Get started now!

Check out the videos 

For Advisors and gift planners 

For donors

Suggestions for followup

Will this talk educate and motivate clients? 


Kurt Bartley - University of Texas at Arlington

In February 2019, the University of Texas at Arlington hosted Phil Cubeta for our very own Legacy Home Run seminar. From the dozen households represented on that Saturday morning, UTA now has an additional four current endowed scholarships, each at least $25,000, and five new legacy commitments. These are incredible batting averages! Get the right folks in the ballpark and let Phil be your leadoff batter.


Randal Daugherty  - UT Southwestern Medical Foundation

I think a Phil's legacy home run program would be very powerful for both development officers and donors. The program is not typical fundraising fare and deals with subject matter that development officers know from experience but don’t have experience articulating. Phil solves that problem by taking the burden off of the development officer to find the language that gets to the core of the philanthropic decision.

Our Southwestern Medical Foundation Legacy Home Run event at Old Parkland with Phil in 2018 was very well received. It allowed us to elevate the philanthropic discussion with a group of highly motivated prospects. One of the donors who attended, with whom I have worked, subsequently included a testamentary CRT in his estate plan as a way to take care of children and then add to his legacy. Many attendees are now in the portfolios of our major gift officers and are being cultivated and stewarded.

Dr. Steven Myers - Author of Personalized Philanthropy
I am honored my book, Personalized Philanthropy, is included in the CAP program and has been a source for The Legacy Home Run Challenge.

The book and the challenge teach the donor to touch all the bases, annual, major and planned gifts in hitting their legacy home run, with the help of advisors on first, second, and third. And, remember you'll have a great coach in Phil Cubeta.

I look forward to seeing the Dallas Team hit one out of the park!

FAQ.

Do I have to be a CAP?

No, but you must be invited by a CAP.

Is there a charge?

No, this is for the community 

Can I protect the anonymity of my donors and clients?

Yes, this is set up so you will get the link that you forward to donors and clients. They are welcome to sign in as anonymous. 

Phil's bio?

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.

Why is Phil doing this?

"My wife, Katie, and I moved from Dallas years ago, we still feel it is home. This is my way of giving back to the CAPs in Dallas and remaining engaged in a city Katie and I have come to love." -Phil 

What will this make possible?

Dallas will lead the country as this legacy program goes from city to city. A generation of donors will hit their home run. Ideally, a stand up home run so they can hear the crowd roar. 


Next Steps

01
Review the videos

See if you feel this would be helpful for clients and donors you know.

02
Express interest

Please contact Rebecca Bates at Todd Healy's office to let her know.

03
You will receive a Zoom link you can send to donors or clients

You are in complete control of the process. You will get a link you can forward to those you invite. No one else needs to know whom you invited. No one else gets their email or contact info. No one else will follow up. No one but you will even send a reminder. 

04
Attend the event and follow up

 After the event please do follow up with those you invited to help them cover all the bases

Express interest to Rebecca Bates at c3 Financial Partners

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214-443-2423 

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rbates@c3fp.com

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