Using a Baseball Analogy to Ensure We Touch all the Bases

Phil Cubeta has taught legacy planning to over two thousand advisors and nonprofit gift planners in the Chartered Advisor in Philanthropy program at The American College of Financial Services. His message is timely; over $150 trillion is slated to pass to heirs and charities over the next 25 years. In this presentation, he will demonstrate how advisors and gift planners can use a baseball analogy to help clients and donors touch all the bases as they hit a legacy home run.

Learning Objectives

By the end of this session, you will be able to:

• Understand what you can provide beyond tax-efficient wealth transfer.
• See how to position your professional skills on the legacy planning team for generous clients.
• Support clients and donors as they bring their legacy home to the people, places, and causes they love.