Increasing Philanthropy with Planned Giving and Opportunity Zone Funds

The Nonprofit Exchange: Leadership Tools & Strategies

10-01-2021 • 58 minutos

Increasing Philanthropy with Planned Giving and Opportunity Zone Funds with Brion Crum Brion Crum is a Vice President, Investments, at Caliber Companies. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth. Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth clients and business owners on strategies for asset protection, tax planning, and portfolio construction. Brion has become an expert and presenter on the Opportunity Zone program and how it creates an impact on the community. Brion has been on the founding advisory board of Eliances, an entrepreneurship community, and is a board member/advisor for a diverse group of organizations that have community impact and sustainability at their core. Brion obtained his BSBA in Finance and Aviation Management from Ohio State University. He is a registered representative with Caliber Funds, which is affiliated with Patrick Capital Markets, LLC – Member FINRA/SIPC1. Through fellow members of the Planned Giving Roundtable, we have enhanced the tax and investment benefits of charitable trust strategies for investors, business owners, and real estate owners by incorporating an Opportunity Zone Fund as an asset in certain charitable trusts. This can be a powerful tool for non-profit organizations to share with their donors who may be anticipating or have experienced a significant liquidity event. Learn more about your ad choices. Visit megaphone.fm/adchoices

Te podría gustar

CREATIVO
CREATIVO
Roberto Mtz
Dimes y Billetes
Dimes y Billetes
Moris Dieck
IQ POTENCIADO
IQ POTENCIADO
IQ POTENCIADO
SINERGÉTICOS
SINERGÉTICOS
Jorge Serratos | 1+1=3
Finanzas y Café
Finanzas y Café
Sonoro | Paco Montoya
¡Nadie Me Preguntó!
¡Nadie Me Preguntó!
Alejandro Salomon
Cuéntame de economía
Cuéntame de economía
Grupo Expansión | Sonoro
Emprendeduros
Emprendeduros
Emprendeduros
Campeones Financieros
Campeones Financieros
Campeones Financieros
Chisme Corporativo
Chisme Corporativo
Macarena Riva y Rosalaura López
DEMENTES
DEMENTES
Diego Barrazas | Sonoro
Cállate y Vende
Cállate y Vende
Gerardo Rodriguez