Legacy Giving Resources for Nimble Nonprofits — Phil Cubeta, Philanthropy Offerings

I will volunteer an hour or two as your teacher. All I ask is that you come prepared.

Click, print, skim, and scan. Come prepared to share your preliminary sense of direction.

Overview

Are we ready?

A board-level decision framework for spotting and weighing legacy gift planning opportunities — the four ways to gather legacies.

PDF · 9 pages

The Core Opportunity

Your Top 10–15 Highest-Capacity Legacy-Minded Donors

We are focused on the precious few who can make all the difference. Consider these stats:

Well over $100 trillion are passing over the next generation, but for all but the top 10% the median inheritance is zero.
For colleges and universities, by way of benchmark, the top 2% of donors in 2025 gave 89% of the money.
You have, let's hope, 10–15 who love you and can and should give big to you. Everything I do, and have done for many years, is focused on teaching you how to capitalize on this opportunity.
These are where the biggest wealth wave gifts will come from.
Get your fair share!