• Charitable Strategies with Dan Nigito, American Philanthropic Advisors

  • Jul 24 2024
  • Length: 49 mins
  • Podcast

Charitable Strategies with Dan Nigito, American Philanthropic Advisors

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  • Summary

  • How do you avoid becoming an accidental philanthropist? In this episode, Host Jordan Rodriguez interviews Dan Nigito, CEO of American Philanthropic Advisors and Author of The Power of Leveraging the Charitable Remainder Trust. He's been serving the financial services industry for 35 years and specializes in using Charitable Remainder Trusts (CRTs), life insurance, and family foundations to create strategies for wealth accumulation and preservation. Hear what accidental philanthropy is, how taxation affects wealth accumulation, how to use CRTs, whether you can use them at a young age, and how much to put in them. Connect with Dan at Nigito.com and on LinkedIn, and Jordan at WSWealthManagers.com
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Management Economics
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