As Vice President of Strategic Partnerships and Business Development, Dan helps financial and non-profit institutions, as well as financial professionals and donors to unlock more illiquid or complex assets for philanthropic grantmaking purposes. He assists institutions with their marketing and messaging around the philanthropic conversation specific to their readiness to respond to their donors questions and situations concerning complex asset donations.
Dan is also Founder and CEO of DG Capital Insights, LLC, a philanthropic consulting firm focused on donor-advised funds, private foundations, and planned giving technology, administration, marketing, and fundraising efforts.
He has spent more than 12 years in the charitable gift administration marketplace with leading firms like Vanguard Charitable, National Philanthropic Trust, and most recently RenPSG. During his career in the philanthropic sector, Dan has worked closely with institutions (including non-profits) and professional advisors to design and build new philanthropic gift administration platforms in order to bring more capital to the social sector and help non-profits raise more dollars for their causes. Dan also advises financial institutions, non-profits, foundations, and professional advisors in their donor-advised fund strategy, donating complex assets, impact investing, specialized grantmaking services and legacy planning.
Dan earned a bachelor’s degrees in both Economics and Urban Planning at the University of Pittsburgh. He also holds a Non-Profit Management Certificate from the University of Pittsburgh and obtained the Chartered Advisor in Philanthropy (CAP) designation from The American College in 2011. He volunteers locally in the Philadelphia region as a member of the executive committee of the Board of Directors for the Visiting Nurses Association in Abington, PA. Dan is also a member of the Board of Directors at the Greater Philadelphia Planned Giving Council.
Dan resides in Lafayette Hill, PA with his wife and two children. He enjoys the outdoors and hikes, skis, and plays tennis and golf for leisure.
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