Whatitmeanstobeacap4

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Whatitmeanstobeacap4

  1. 1. What it Means to be a CAP<br />GS 839 Assignment 3<br />Phil Cubeta, CLU, ChFC, MSFS CAP<br />Sallie B. and William B. Wallace Chair in Philanthropy<br />The American College<br />
  2. 2. Bill Wallace <br />Former CEO of Home Life<br />Chairman of the Board of The American College<br />Winner of the Huebner Gold Medal.<br />The largest donor the College has had.<br />Founder/funders of the CAP program<br />how the biography is told: Is it what Schervish would call a “moral biography”? <br />
  3. 3. Themes<br /><ul><li>How is Bill and Sallie’s gift, to endow The Sallie B. and William B. Wallace Chair in Philanthropy, a story of: </li></ul>Genesis & telesis<br />Capacity & moral compass<br />family traditions and personal identity?<br />
  4. 4. Three goals<br />How would a planner attack this planning situation?<br />Has Bill been clear enough so that is not just “touch feely”? <br />Good but not lavish lifestyle<br />Inheritance for children to assist with their retirement<br />A like amount to charity<br />
  5. 5. Communication<br />How did the Wallace’s introduce their children to the estate plan (and their own diminished inheritance)? <br />
  6. 6. Why the College?<br />What motivated Bill to consider the College as a primary recipient of the charitable portion? <br />
  7. 7. Goals of CAP<br />How are we doing with these goals?<br />Are they being achieved in your work?<br />How can we actively promote these ideals and practices in our professional lives as CAPs?<br /><ul><li> Create national awareness of the need for philanthropic advisors
  8. 8. Provide comprehensive common curriculum for fundraisers and advisors
  9. 9. Promote understanding of common issues for fundraisers and advisors
  10. 10. Help fundraisers and advisors understand each other’s perspective</li></li></ul><li>Benefits of CAP<br />Realistic?<br />Achieved in your work?<br />What more can be done?<br /><ul><li> Build referrals from committed clients
  11. 11. Discover undisclosed assets
  12. 12. Better serve donors
  13. 13. Gain reputation for expertise and professionalism in collaboration with other professionals at the planning table</li></li></ul><li>Tell the CAP Story<br />“What is that pin on your lapel?”<br />How will you tell the CAP story of the hand holding the heart?<br /><ul><li> Passion and craft
  14. 14. Art and science
  15. 15. Caring and skill</li></li></ul><li>The Founder’s Ideals<br />You will wear the “mark” passed down in Sallie Wallace’s family.<br />You will be known as a carrier of our shared tradition. <br />How does the Wallace family story, and their ideals, help you position your work? <br />CAP was founded by donors for donors and those who serve them.<br />

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