Philip Cubeta

Philip Cubeta


Faculty Member Phil Cubeta

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

Areas of Expertise:

Charitable Giving

BA, Williams College
MA, Oxford University
MA MPhil, Yale University
MSFS, The American College of Financial Services


Philip Cubeta, MSFS, CLU®, ChFC®, CAP®, is the Sallie B. and William B. Wallace Chair in Philanthropy at The American College of Financial Services where he directs and teaches the Chartered Advisor in Philanthropy® (CAP®) curriculum.

Essays by Professor Cubeta on philanthropy have appeared in Nonproft Quarterly; 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). He has been quoted in, or been the subject of, articles in The New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times.

Along with Charles Collier of Harvard, Professor Cubeta was the 2012 Fithian Leadership Awardee from Advisors in Philanthropy. He received the 2012 Power of the Purse Award, in the advisor category, from Dallas Women’s Foundation. He also serves on the Planned Giving Advisory Board for The Carter Center (established by President Jimmy Carter and his wife, Rosalynn Carter).

Prior to joining The College, Professor Cubeta 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.

Professor Cubeta received a BA in English Literature from Williams College, an MA in Philosophy and Psychology from Oxford University, and an MA MPhil in English Language and Literature from Yale University. He also holds the Master of Science in Financial Services (MSFS) degree from The American College of Financial Services.


GS 839 Planning for Impact in Context of Family Wealth

GS 849 Charitable Giving Strategies

GS 859 Gift Planning in a Nonprofit Context