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Faith Presbyterian Church to host Professional Financial Advisors Lunch & Learn Thursday

January 6, 2017
Cape Coral Daily Breeze

Next Thursday, Jan. 12, the Cape Coral Community Foundation will present the expertise of gift-giving guru, Phil Cubeta, at a Professional Financial Advisors Lunch & Learn hosted by Faith Presbyterian Church.

The presentation will run from 11:30 a.m. to 1:30 p.m. in the church's Fellowship Hall. Lunch will be provided

Cubeta has more than 20 years of experience in charitable gift planning and currently directs and teaches the Chartered Advisor in Philanthropy curriculum at The American College of Financial Services.

"The average donor has seven percent of their assets in cash but 93 percent in noncash assets such as real estate, life insurance, stocks and personal property," said CCCF president and CEO Michael Chatman. "This presents an incredible fundraising opportunity for nonprofits, and an opportunity for advisors to increase assets under management."

Those who attend can expect to learn why charitable gifts of noncash assets should matter. Here are some key considerations:

* Successful business owners seldom hold much in cash

* The bulk of their assets are, generally, tied up in the business, or in real estate

* Charities almost always ask for cash. After cash, they seek public assets - assets that are the responsibility of financial manager

* The win/win is to have clients donate noncash assets as part of an overall plan for wealth transfer and business exit

* In the process, by using the right charitable tools, advisors can expect to take their Assets Under Management business to a new level

While the event is free, organizers ask that individuals register by calling or emailing the Cape Coral Community Foundation at 239-542-5594 or CCCF@Cape-CoralCF.org. Please specify how many parties plan to attend.

Faith Presbyterian Church is at 4544 Coronado Parkway. To contact the church, call 239-542-2858.

 
 
 

 

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