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The Fusion of Values-Based Legacy Planning and Personalized Philanthropy

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Description
ril 28 | 2:30 pm
Moderated by Phil Cubeta, the panel will include Tim Belber, JD, author of the forthcoming book, "The Middle Way: Using Balance to Create Successful Generational Family Wealth Transition Plans" and Dr. Steven Meyers, VP of Personalized Philanthropy at The American Committee for the Weizmann Institute of Science. He is the author of the forthcoming book, "Personalized Philanthropy: Crash The Fundraising Matrix and Make the Real Shift to Donor-Focused Giving." The panel will draw on their personal experience to demonstrate how advisors and nonprofit gift planners can collaborate to create "virtual endowments" and other "killer apps" enabling donors to achieve lifetime recognition and immediate philanthropic impact using tools whose assets advisors continue to manage.Learn how to do what is right for the donor, and for the charity, while being appropriately compensated for your work. 

Moderator: Phil Cubeta, CLU, ChFC, MSFS CAP, is the Sallie B. and William B. Wallace Chair in Philanthropy at the American College of Financial Services. In that role, he develops curricula for the Chartered Advisor in Philanthropy (CAP® ) designation. Prior to joining the American College, Phil was Chief of Staff for The Nautilus Group, a service of New York Life, located in Dallas, Texas, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company’s top agents. Phil’s original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. Phil’s essays on philanthropy have appeared in Tracy Gary’s Inspired Legacies (Wiley and Sons: 2008); H. Peter Karoff, The World We Want (Altimira Press: 2007); Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008), and in Nonprofit Quarterly, Summer, 2013. Phil serves on the Board of Interfaith Worker Justice and on the Planned Giving Advisory Board of The Carter Center. He is a Past-President of the Dallas Council of Partnership for Philanthropic Planning. In 2012 he was awarded The Power of the Purse (Advisor) for Dallas Women’s Foundation. In 2012 he shared the Advisors in Philanthropy Fithian Leadership Award with Charles Collier, Senior Philanthropic Consultant at Harvard. 

Panelists: Tim Belber, JD followed a challenging path to reach his unique approach to and view of family wealth. Growing up in a family with limited resources, he learned the meaning of true gratitude and developed a lifelong determination to make the most of himself and what he had. Blessed with innate discipline, intelligence, and wide-ranging curiosity, he has dedicated himself to helping self-made families align the power of their intangible assets with the practical application of financial and legal strategies Tim cultivated leadership, planning, and execution skills in military school – the same environment that taught him never to make excuses and always to be prepared. He went on to earn a business degree from the Wharton School at the University of Pennsylvania. Although his education prepared him for a career on Wall Street, he knew intuitively that the market wouldn’t satisfy his curiosity or make use of his natural people skills. In 1978 he began working with self-made families, offering them a different, more expansive way of thinking about wealth. This experience stimulated his desire to counsel people it also led him to earn a law degree from Seton Hall University – attending classes at night while working full-time . "When people achieve financial success,” Tim says, "they’re confronted with an entire industry dedicated to scaring them about the bad things that can happen if they if they don’t continually worry about protecting what they have built. I encourage my clients to focus on positive possibilities and the underlying potential in family members. Instead of guarding against things that go bump in the night, we work together to ask, what are the opportunities? Don’t just build a moat around your castle – let’s accomplish something! I’m excited about the humanity that’s involved in the creation of a multi-generational wealth plan. Money means something different to every person. I help clients connect their own unique vision for the future with the most sophisticated and appropriate tools to achieve those goals in the most principled, ethical way.” Tim’s holistic approach to wealth and money is built on the notion that each client possesses four kinds of capital: Human, Intellectual, Social and Financial. "We start by setting aside the financial, and talking about the other three capitals – what’s most important to each person and family. Then we design a structure to support that vision. We keep circling back to the core question: what can I do to enhance my life and that of my family? That’s where the ‘aha! moments’ happen. Too many advisors just want to talk about the tools of their trade. But when you start with a vision and an expansive understanding of what’s possible, the results can be tremendous. As people grow more determined to live meaningful, centered lives, interest in Tim’s approach has increased. He is a sought-after speaker and advocate for incorporating ethics and values into long-term financial and estate plans. He has authored several articles on these topics and has been quoted in periodicals including the Wall Street Journal. He is a member of the Society of Financial Service Professionals, the Legacy Wealth Coach Network, and a founding member of the Copper Beech Tree Society, a think tank, and the Collaboration for Family Flourishing. Curiosity and enthusiasm for life have led Tim to a wide range of long-standing passions. He speaks Italian fluently, is an avid fly fisherman and cyclist, loves to read and travel, and, with his wife of 35 years, Donna, has been friend and guardian of numerous dogs. Above all, he is dedicated to exploring possibilities.

Steven Meyers, Ph.D. is Vice President of the Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science. Steve is a primary developer of personalized philanthropy, based on the mantra of "the right gift, for the right purpose, for the right donor.” His quest for innovative donor-focused gift designs led to a series of "killer apps” which enable donors to create a lasting legacy where impact and recognition begin now. Steve joined the American Committee of the Weizmann Institute of Science in 1995 and now serves as Vice President of its Center of Personalized Philanthropy, as well as a member of its management team and total financial resource development strategy group. He holds a Masters Degree in Organization and Management from Antioch University and a Ph.D. from the University of Buffalo. Steve is a contributing author for the Planned Giving Design Center, CEG Worldwide Elite Advisor Reports and The Journal of Gift Planning and speaks frequently at national and regional conferences. He is the author of the book, Personalized Philanthropy: Crash the Fundraising Matrix, and its companion primer for donors, Personalized Philanthropy and the Four Donors: Parables for Radically Rethinking Your Philanthropy: A New Conversation for donors, gift officers, and advisors.

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