Financial Education for Securities, Banking, & Insurance Professionals.
Philip Cubeta, MSFS, CAP®, ChFC®, CLU®
» Sallie B. and William B. Wallace Chair in Philanthropy
» Assistant Professor of Philanthropy
» Assistant Professor of Philanthropy
Areas Of Expertise:
Charitable Giving
Course Responsibilities:
GS 839 Planning for Impact in the Context of Family Wealth
GS 849 Charitable Strategies
GS 859 Gift Planning in a Nonprofit Content
As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, MSFS, CAP® is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.
Prior to joining The American College, Phil worked for New York Life Insurance Company in a variety of roles in training, instructional design, financial planning, and advanced underwriting. From 1991 to 1993, he headed up New York Life's Charitable Giving Network of Agents. From 1995 to 2008, he served as Chief 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.
Phil served for 10 years on the Education Committee of the Dallas Social Venture Partners and is a Past-President of the Dallas Council of Partnership for Philanthropic Planning (formerly NCPG). He is on the Board of Interfaith Worker Justice and on the Professional Advisory Committee for Inspired Legacies. Phil also serves on the board of Advisors in Philanthropy. Essays by Phil on philanthropy have appeared in Tracy Gary's Inspired Legacies, Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy (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, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times.
GS 839 Planning for Impact in the Context of Family Wealth
GS 849 Charitable Strategies
GS 859 Gift Planning in a Nonprofit Content
As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, MSFS, CAP® is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.
Prior to joining The American College, Phil worked for New York Life Insurance Company in a variety of roles in training, instructional design, financial planning, and advanced underwriting. From 1991 to 1993, he headed up New York Life's Charitable Giving Network of Agents. From 1995 to 2008, he served as Chief 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.
Phil served for 10 years on the Education Committee of the Dallas Social Venture Partners and is a Past-President of the Dallas Council of Partnership for Philanthropic Planning (formerly NCPG). He is on the Board of Interfaith Worker Justice and on the Professional Advisory Committee for Inspired Legacies. Phil also serves on the board of Advisors in Philanthropy. Essays by Phil on philanthropy have appeared in Tracy Gary's Inspired Legacies, Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy (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, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times.
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