1. What it Means to be a CAP GS 839 Assignment 3 Phil Cubeta, CLU, ChFC, MSFS CAP Sallie B. and William B. Wallace Chair in Philanthropy The American College

2. Bill Wallace Former CEO of Home Life Chairman of the Board of The American College Winner of the Huebner Gold Medal. The largest donor the College has had. Founder/funders of the CAP program how the biography is told: Is it what Schervish would call a “moral biography”?

4. Three goals How would a planner attack this planning situation? Has Bill been clear enough so that is not just “touch feely”? Good but not lavish lifestyle Inheritance for children to assist with their retirement A like amount to charity

5. Communication How did the Wallace’s introduce their children to the estate plan (and their own diminished inheritance)?

6. Why the College? What motivated Bill to consider the College as a primary recipient of the charitable portion?

8. Provide comprehensive common curriculum for fundraisers and advisors

9. Promote understanding of common issues for fundraisers and advisors

11. Discover undisclosed assets

12. Better serve donors

14. Art and science