Quick Preview:
Today we’re talking about a donor-advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.
On This Episode:
Our guest today is Salvatore “Sal” Capizzi, Chief Sales & Marketing Officer of Dunham World-Class Trust & Investment Firm. He’ll be sharing his expertise on donor-advised funds and how that could be helpful to you. This is part one in our three-part series with Sal on various financial topics.
Prior to joining Dunham in 2008, Sal developed BlackRock’s retail distribution platform and substantially grew the complex during his eight-year tenure. Sal is a seasoned industry veteran with more than 30 years of financial services experience.
Sal has a wealth of knowledge and expertise in global sales and distribution leadership, marketing, business development, and strategic planning.
During our interview, Sal shares:
- What is a donor-advised fund?
- How you can front-load a donor-advised fund
- How they use a technique called “bunching”
- Why you might want to use this technique
- How to use your highly appreciated assets
Thanks for listening to this week’s show. Feel free to utilize the timestamps below to skip around to specific topics.
Learn more: https://www.dunham.com/Investor
Timestamps:
1:27 – Donor-advised fund
4:15 – Bunching
7:42 – Why to use this technique
8:40 – Super bunching
10:30 – Growth
11:42 – Highly appreciated assets
“If you have $12,000, use $6,000 to go on a nice vacation with your family and give $6,000 more to your church.” – Jammie Avila
