Testimonials
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Dan has become a trusted advisor by offering tailored and unique donor-advised fund advice that aligns with our goals. His depth of knowledge, resources, and flexibility have resulted in meaningful and quantifiable impact for our organization.
— Jeff Salvo, American Gift Fund
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Dan brings valuable insights, connections, and experience to the table specific to donor-advised funds and helped Pinkaloo achieve its goals. We hired Dan in 2020 to do more than just be a board-advisor as he worked on projects including the creation of Pinkaloo Charitable, the Charity Portal (ACH Distributions), as well as Sales and GTM strategy. Dan’s sales and partnerships background allowed us to focus our energy on the right targets and build a better funnel for the other sales team members. Dan helped introduce, build, and close new partnerships including the ultimate acquisition by Ren in 2021.
— GIDEON TAUB, REN
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In person and on the phone, Dan connects easily, immediately, and quickly with people. He's friendly, open, and honest, believes in what he's doing, and quickly brings you on board with what he's offering. One of Dan's greatest strengths at Vanguard Charitable has been proving the value of personal conversations with our senior management to our clients. He also laughs easily and is fun to be around.
— Tom Epler, Senior Technical Writer & Editor
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I met Dan while working at National Philanthropic Trust (NPT). He is an expert in the philanthropic world and has a deep knowledge of donor advised funds. I always found him to be reliable, professional, and trustworthy. He was also incredibly generous with his time and resources, always willing to offer advice or help out when needed. I am grateful to keep teaming up with him after all these years, and keep learning about the philanthropic sector.