Archive
This Month's Videos
- Retirement Planning for Women
- The Importance of Mentoring - Part Two
- Gift Splitting and Estate Planning for Couples
- Applying the Right Marketing Techniques
- Loans & Withdrawals from Cash Value Life Insurance Policies
- September is Life Insurance Awareness Month
- Public Resources Available to Special Needs Families
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Part 2: Community Foundations and the Financial Planning Team
In this final installment of our two part series on Community Foundations, Heather Gee, CAP®, Vice President of Development and Donor Services for The Philadelphia Foundation and Philip Cubeta, CLU®, ChFC®, CAP®, MSFS, holder of the Sallie B. and William B. Wallace Chair in Philanthropy at The American College continue to discuss services provided by community foundations that enhance advisor’s relationships with their clients. Ways to engage family members and the start up costs for family foundations are also discussed.
Recent Videos
Author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth discusses how to find prospects for philanthropic planning.
The business case for supporting women in philanthropy is addressed by author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth.
Author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth, shares her insights into women, wealth, power and influence.
Experts from The American College discuss the motivation behind charitable giving and the impact an estate tax could have on nonprofit organizations.
A panel of experts from The American College discusses the state of nonprofit organizations and the impact of the estate tax.
Professor Phil Cubeta of The American College talks about the opportunity for philanthropic planning as closely held businesses become liquid.
Phil Cubeta offers a fool-proof way to approach a values-based conversation with clients.
Philip B. Cubeta, CLU®, ChFC®, CAP®, MSFS recaps the major charitable giving developments of 2009.
A role play demonstrating and approach to bringing up the concept of philanthropy without pressuring the donor is included.
Why individuals should give to charity featuring William B. Wallace, CLU®, ChFC®.