Philanthropic Planning | Insights
The Beach Jumper's Philanthropy Distribution System
When Phil Cubeta, MSFS, CLU®, ChFC®, CAP®, Assistant Professor of Philanthropy and Wallace Chair at The American College of Financial Services, joined The College in 2009, the Chartered Advisor in Philanthropy® (CAP®) program had graduated 350 students in around eight years. Today, annual enrollments in the program have tripled, and more than 2,400 students have now earned their CAP® designations. How did this program originate, and what made it grow so much, so fast? The answer goes back to Korea, circa 1950.
July 26, 2021
July 26, 2021
Special Needs Planning | On-Demand Webcasts
The Convergence - Special Needs Planning and Women
July 15, 2021
Special Needs Planning | On-Demand Webcasts
Establishing Tax Basics of Special Needs Trusts
June 17, 2021