Engaging High Capacity Clients for Inspired Outcomes
Date: Thursday, December 1, 2011
Time: 12:00 PM - 1:30 PM
Location: Fairmont Hotel, Dallas
Speaker: Phil Cubeta
THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED. YOU MAY COME AS A WALK-IN ON THE DAY OF THE MEETING - CASH OR CHECK ONLY AT THE DOOR.
NOON MEETING
THURSDAY, DECEMBER 1, 2011
(Lunch served noon-12:30 p.m.; Program 12:30 p.m. – 1:30 p.m.)
FAIRMONT HOTEL
1717 North Akard, Dallas, Texas
Engaging High Capacity Clients for Inspired Outcomes
PHIL CUBETA
Sponsored by Dallas Women’s Foundation and BNY Mellon Wealth Management
RESERVATION DEADLINE: FRIDAY, NOVEMBER 25 (IN COUNCIL’S OFFICE)
Description: Learn how to partner with the highest capacity donors to help them achieve positive impact for themselves, their family, and for the nonprofits they love, lead, and support. Learning Points: Negative Trends in Philanthropy Today; 5 Positive Mega-trends; Lessons from the Research; Engaging with Wealthy Clients for Inspired Outcomes; and Partnering with Nonprofits in Dallas to assist their Highest Capacity Donors. At the End of the Talk Attendees Will be Able To: Conduct a “donor dialogue” that will elicit the client’s highest aspirations for self, family, and society; Position your own planning process to help clients achieve a better life in a better world, in partnership with the nonprofits they love, lead, and support; Identify several often overlooked market niches conducive to philanthropic planning; and Engage nonprofits as partners in the process. Phil Cubeta, CLU, ChFC, MSFS, CAP is the Sallie B. and William B. Wallace Chair in Philanthropy at The American College. In that capacity, he trains both advisors and fundraisers in philanthropy for high capacity clients and donors. Phil’s essays on philanthropy have appeared in 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). Phil has been quoted, or been the subject of articles, in The New York Times, Lifestyles Magazine, Town and Country, The Journal of Gift Planning, Financial Planning, CFA Magazine, and The Financial Times.
1 hour of continuing ed credit pending.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page. RESERVATION DEADLINE - FRIDAY, NOVEMBER 25.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print (you can send an email to dallasepc@yahoo.com). THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).
Name: ________________________________________ ____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No. _____________________________________
Name: ________________________________________ ____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No. _____________________________________
