AFP > Resource Center | Fundraising news > Seeing Eye-to-Eye with Your Donor's Financial Adviser: "Philanthropic adviser Phil Cubeta, ChFC, CAP, advises fundraisers to keep in mind the overall financial goals of a donor and the impact that a major gift will have on those plans in a new report entitled Financial Advisors as Guiding Stars to Philanthropic Giving? Approach the donor from the standpoint of the adviser, who looks at the big picture of what a donor wishes to do with his or her wealth, not just from the view that the donor can afford the gift."