Loading Events

« All Events

  • This event has passed.

March 1, 2019- FFN@N (Charitable Giving in Retirement)

March 1, 2019 @ 12:00 pm - 1:00 pm

Topic

On March 1st, Brandon Davis, the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation presented at the Intelligent Investing First Friday Networking at Noon event. Brandon discussed charitable giving as part of a financial plan, and explained the function of donor-advised funds. He also spoke on complex giving strategies using non-cash assets like a business and real estate. Here are some photos from the event.

NCFNCFNCFNCFNCF

Brandon Davis Bio

Brandon Davis, a CERTIFIED FINANCIAL PLANNER TM professional, serves as the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation.  NCF is the 8th largest U.S. charity in contributions and is the 3rd largest provider of Donor Advised Funds. They have received over $12 billion in gifts and completed $11 billion in grants to more than 55,000 charities.

Brandon’s professional background includes 20 years of charitable giving, finance, insurance and wealth management experience. Prior to joining NCF, Brandon served as a wealth advisor providing comprehensive financial planning services and as an insurance specialist collaborating with affluent families and their professional advisors to structure, implement and administer comprehensive life insurance plans. He began his career in banking as a corporate financial analyst and institutional investor management associate.

Originally from Hickory, North Carolina, Brandon graduated from UNC-Chapel Hill with a Bachelor of Science in Business Administration. He was the Past President of the Financial Planning Association of Charlotte and is a member of the Charlotte Estate Planning Council as well as Kingdom Advisors. He is an active member of Uptown Church where he also serves as a Finance Deacon. Brandon and his wife Teresa were married in 2003 and have two children.

 

Share, Email, or Print This:
FacebookLinkedInTwitterEmailPrintFriendly

Details

Date:
March 1, 2019
Time:
12:00 pm - 1:00 pm
Event Category:
Event Tags:
, , , , , ,

Venue

Intelligent Investing Office
33 Market Point Drive
Greenville, SC 29607 United States
Phone:
8644024267

Organizer

Amanda Blake
Phone:
864-483-4846
Email:
amanda@investedwithyou.com