Philip Cubeta

Philip Cubeta is a Professor of Practice in Philanthropy at The American College of Financial Services, where he supports GS 859: Gift Planning in a Nonprofit Context. He previously oversaw the Chartered Advisor of Philanthropy® (CAP®) Program for 13 years and served as chief of staff at The Nautilus Group, advising affluent clients on estate, business, and philanthropic strategies.

• Bachelor of Arts (BA) in English Literature from Williams College
• Master of Arts (MA) in Philosophy and Psychology from Oxford University
• Master of Philosophy (M.Phil) in Philosophy from Yale University
• Master of Arts (MA) in English Language and Literature from Yale University
• Masters of Science in Financial Services (MSFS) from The American College of Financial Services

Cubeta’s expertise bridges Philanthropy, Gift Planning, Estate Planning, and Business Planning, with a focus on nonprofit contexts. His work emphasizes aligning financial strategies with charitable goals for affluent clients. He contributes to education through GS 859, a course on gift planning for nonprofits.

• Inducted into the Charitable Gift Planners Hall of Fame (2022)
• Fithian Leadership Award by Advisors in Philanthropy
• Power of the Purse award (Advisor category) from Texas Women’s Foundation

He currently serves on the Planned Giving Board for The Jimmy and Rosalynn Carter Foundation, was a former board member of the National Association of Estate Planners and Councils, and is a member of The Leadership Institute of CGP. His career reflects a deep commitment to advancing philanthropy through financial services education.