Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®

p cubeta3 (1)Phil is the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. In that role, he develops curricula for the Chartered Advisor in Philanthropy 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, Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy (Wiley and Sons: 2008); H. Peter Karoff, The World We Want: New Dimensions in Philanthropy and Social Change (Altimira Press: 2007); and Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008). Phil has been quoted, or been the subject of articles, in The New York TimesLifestyles MagazineTown and CountryThe Journal of Gift PlanningFinancial Planning, and The Financial Times.

Phil is a member of the national Partnership for Philanthropic Planning Leadership Institute. Along with Charles Collier of Harvard, Phil received the Fithian Leadership Award in 2012 from Advisors in Philanthropy. He is the 2012 Power of the Purse Advisor Awardee (video here) from Dallas Woman’s Foundation.

Kathy Cunningham


An expert in special events and corporate sponsorships, Kathy Cunningham, president and founder of New Zealand’s award-winning Empire PR & Events,  is unrivaled in creating awareness, support and continuing buzz for causes around the world.  With an expertise in event management and marketing and media relations (here is a recent guest post she wrote) that began in New York City and now continues globally, Kathy is available via Skype and/or in-person to help your cause create signature events and awareness.

Marilyn L. Donnellan


Marilyn L. Donnellan served as CEO of United Ways of Texas and of local United Ways for more than 20 years and served as a consultant for 10 years before founding Nonprofit Management Services (NMS) in 2011, a national consultancy specializing in organizational assessments for every aspect of nonprofit management. Thousands of award-winning NMS materials and publications developed in the last few years are now in use around the world, including the translation of one book into the native language of Malawi, Africa. All NMS products and materials are extensively field-tested and are adaptable to any size or type of nonprofit. New materials are added regularly, based on client needs. Marilyn has a master’s degree in administration and a bachelor’s degree in human resources management. Her articles have been published in numerous nonprofit publications, including The Nonprofit Times and The Nonprofit Digest.

Douglass E. Ray

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An expert in campaign management, strategic planning and board training, Douglass E. Ray is a Senior Principal with Jerold Panas, Linzy & Partners. Doug previously served as president of the Colorado Episcopal Foundation and as Executive Director of AmeriCares. He is internationally known for helping organizations manage change and for his radio program, The Way They Live, featuring global leaders in business, entertainment, government, and philanthropy. Doug is an Ordained Priest (Episcopal) and an alumnus of Cambridge University (England), Williams College and McGill University (Montreal).

Mary Lee Weber


An expert in broadcast, digital and print creative campaign work, Mary Lee Weber, Director of Business Development for Connecticut-based Cashman + Katz Communications, worked at Connecticut’s ABC-TV affiliate, WTNH, for 17 years as the Director of Marketing, Development and Community Projects. Mary Lee also volunteers and has served on many boards of directors of important charities.