Join us for our November program presented by Dan Greenspon, Founder & CEO, Philanthrotech. For those attending in person, there will be networking, coffee and bagels at 8:00am followed by the program beginning at 8:30. For those joining via Zoom, the link will be sent the day before the event.

Program Summary

This presentation explores the significant opportunity to expand charitable giving beyond cash and publicly traded securities to include complex assets such as privately held business interests, real estate, and other non-traded assets. Drawing industry research and experts, it highlights the concentration of complex asset donations among a relatively small number of charitable organizations and the untapped potential for broader acceptance of non-cash donations. The presentation examines the challenges associated with these gifts, including valuation, due diligence, tax considerations, and organizational readiness. Finally, it outlines how philanthropic institutions, financial advisors, and donors can work together to develop effective gift acceptance policies, build operational capabilities, and unlock new opportunities for charitable giving.

Meet Our Presenter Dan Greenspon, Founder and CEO, Philanthrotech

Dan Greenspon is a philanthropic strategist, consultant, and technology specialist with more than 20 years of experience helping financial institutions, foundations, and nonprofit organizations develop, launch, and grow charitable giving programs. As Founder and CEO of Philanthrotech, Dan advises organizations on philanthropic growth strategies, donor-advised fund (DAF) programs, charitable technology, operational infrastructure, and non-cash complex charitable giving strategies. 

Throughout his career, Dan has worked with some of the nation's leading philanthropic institutions, including Vanguard Charitable, National Philanthropic Trust, and RenPSG. His experience spans advanced charitable gift planning, business development, technology implementation, and the administration of complex charitable giving programs. He has also worked alongside organizations such as Give Chariot, American Gift Fund, Charitable Solutions, Dechomai Foundation, and National Gift Annuity Foundation to support non-cash donations. He currently serves as Market Advisor for Give Interactive, helping DAF Sponsors and institutions leverage innovative charitable technology and administration services.

Through Philanthrotech, Dan focuses on helping financial services firms, community foundations, and charitable organizations identify new growth opportunities, improve operational efficiency, and develop scalable philanthropic solutions. His work emphasizes the intersection of technology, administration, and business strategy, particularly within the evolving DAF and private foundation markets.

Dan is a frequent speaker and educator on charitable planning, philanthropic technology, and the administration of charitable gift programs. He earned bachelor's degrees in Economics and Urban Planning from the University of Pittsburgh, holds a certificate in Nonprofit Management, and earned the Chartered Advisor in Philanthropy (CAP®) designation from The American College of Financial Services.

Thank You to Our Breakfast & Program Sponsor