Daniel Greenspon Email and Phone Number
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A senior-level philanthropic planning specialist with more than 10 years of experience in advance philanthropic planning, business development, and relationship management. A philanthropic consultant for attorneys, accountants, financial advisors, and wealth planners in developing customized charitable planning solutions for ultra-high-net-worth clients particularly in donating complex assets, impact investing, specialized grantmaking services and legacy planning. Passionate about helping clients become purposeful and impactful in their philanthropy by helping them align their charitable giving with their values, interests and passions.
Charitable Solutions, Llc
View- Website:
- charitablesolutionsllc.com
- Employees:
- 16
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Vice President Of Institutional DevelopmentCharitable Solutions, LlcLafayette Hill, Pa, Us
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Strategy And Growth AdvisorGive Interactive Jun 2024 - Present• Collaborated with cross-functional teams to drive revenue growth and market expansion.• Developed growth strategies for Give Interactive's go-to-market outreach, focusing on new clients, product and overall strategy.• Implemented data-driven decision-making processes to optimize institutional product scale and user engagement. -
Vice President Of Institutional DevelopmentCharitable Solutions, Llc Mar 2020 - PresentJacksonville, Florida, Us
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Founder And CeoPhilanthrotech Nov 2019 - PresentClients (some examples):Charitable SolutionsChariotAmerican Gift FundDG Capital Insights (DGCI)Past clients (some examples):PinkalooRenAnonymous planned giving vendorAnonymous philanthropic advisory firm -
Senior ConsultantAnonymus Daf Sponsor Aug 2021 - Present$500M+ national Donor Advised Fund sponsor administered in-house by trust company.
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Senior ConsultantAmerican Gift Fund Feb 2020 - PresentAmerican Gift Fund - A national Donor Advised Fund sponsor administered by RBC Trust (Delaware). -
Strategic AdvisorChariot Nov 2022 - Nov 2024New York, Ny, UsChariot allows nonprofits to accept Donor Advised Fund donations directly on their website. Chariot is making the last mile of recommending Donor Advised Fund grants seamless for end charities and donors with just 3 – clicks. -
Strategic Advisor And Revenue OfficerPinkaloo Technologies (Now A Part Of Ren) Feb 2020 - Aug 2021Baltimore, Md, Us -
Strategic Partnerships AdvisorRen Feb 2020 - Aug 2021Indianapolis, Indiana, Us -
Vice President, Business DevelopmentRenpsg Jan 2018 - Nov 2019Indianapolis, Indiana, Us
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Regional Director Of DevelopmentNational Philanthropic Trust Jan 2014 - Jan 2018Jenkintown, Pa, UsNational Philanthropic Trust is dedicated to providing philanthropic expertise to individuals, foundations, corporations, and financial institutions, enabling them to realize their philanthropic aspirations. I work with ultra high-net-worth families and professional advisers to be a philanthropic resource dedicated to helping bring capital to the social sector. -
Director Of DevelopmentNational Philanthropic Trust Jan 2013 - Jan 2014Jenkintown, Pa, Us
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Philanthropic ConsultantVanguard Charitable Endowment Program Sep 2011 - Jan 2013Southeastern, Pa, Us- Cultivate and secure major gifts in excess of $250k- Relationship management to Select Donors - 30 Accounts totaling $300 Million- Assist Chief Development Officer with new National Strategic Sales Plan- Point of contact for UHNW relationships within Vanguard- Assist with training of Vanguard staff on philanthropy- Manage and develop new technology enhancements for business development -
Client Relationship AnalystVanguard Charitable Endowment Program Sep 2007 - Sep 2011Southeastern, Pa, Us- Consultative fundraising and service to ultra high net worth prospects and clients- Market Research on donor-advised funds for individuals, foundations, and professional advisors- Assisted with the build and launch of a proprietary donor-advised fund technology platform - Shaped Development Mini-Campaigns for outreach to professional advisors and foundations
Daniel Greenspon Skills
Daniel Greenspon Education Details
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University Of PittsburghNon-Profit Management -
University Of PittsburghEconomics
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The American College Of Financial ServicesPhilanthropic Planning
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University Of PittsburghUrban Planning
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Springside Chestnut Hill Academy
Frequently Asked Questions about Daniel Greenspon
What company does Daniel Greenspon work for?
Daniel Greenspon works for Charitable Solutions, Llc
What is Daniel Greenspon's role at the current company?
Daniel Greenspon's current role is Vice President of Institutional Development.
What is Daniel Greenspon's email address?
Daniel Greenspon's email address is dg****@****ust.org
What is Daniel Greenspon's direct phone number?
Daniel Greenspon's direct phone number is +121527*****
What schools did Daniel Greenspon attend?
Daniel Greenspon attended University Of Pittsburgh, University Of Pittsburgh, The American College Of Financial Services, University Of Pittsburgh, Springside Chestnut Hill Academy.
What are some of Daniel Greenspon's interests?
Daniel Greenspon has interest in Children, Economic Empowerment, Health.
What skills is Daniel Greenspon known for?
Daniel Greenspon has skills like Non Profits, Social Media, Marketing, Philanthropy, Marketing Communications, Fundraising, Salesforce.com, Marketing Strategy, Project Management, Microsoft Office, Project Planning, Program Management.
Who are Daniel Greenspon's colleagues?
Daniel Greenspon's colleagues are Laura J. Malone, Cap®, Zoey Clontz, Ma. Cristina Elisa Mallari, Russ Willis, Christopher Morley, Gary Snerson, Phillip Buchanan, J.d..
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