Not All of Me Will Die: Leaving an Impact Beyond Wealth With Phil Cubeta

Phil Cubeta is the former Wallace Chair in Philanthropy at The American College, a seasoned financial services veteran, and a renowned thought leader in the world of generosity and philanthropy. With a background spanning philosophy, psychology, literature, and financial services, Phil has dedicated over a decade to teaching and promoting philanthropy through the Chartered Advisor in Philanthropy (CAP) designation. He continues his mission of fostering generosity and financial literacy through his work as the Founder of Philanthropy Offerings. Inspired by the depth of human connection to giving, Phil's own story is equally grounded in helping individuals make a meaningful impact in their communities. In this episode… What does it mean to truly leave a lasting legacy? Beyond wealth and possessions, how can we ensure that our values and generosity endure after we're gone? According to Phil Cubeta, a renowned expert in philanthropy and legacy planning, the key lies in intentional and impactful generosity. He highlights that creating a generosity plan is not just about financial planning but also about reflecting on one's core values and the causes that matter most. By combining financial security with thoughtful estate planning, individuals can ensure that their philanthropic goals are realized in a meaningful way. This approach not only benefits the community but also enriches the donor's life by allowing them to see the impact of their generosity firsthand. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Phil Cubeta, Founder of Philanthropy Offerings, to discuss leaving a lasting legacy through impactful generosity. They explore the importance of starting philanthropic efforts during your lifetime, how to effectively integrate generosity into estate planning, and practical steps to ensure that our values continue to make a difference long after we're gone.