3106 West End Avenue Nashville
Effective Strategies for Today’s Philanthropists
October 2, 2019
ETHAN BURKE, Southeast Regional Director, National Philanthropic Trust
While not new, Donor Advised Funds offer a simple and effective solution for today’s philanthropists. We will cover a brief overview of DAFs and how certain charitable strategies can help business owners mitigate capital gains when they sell their business.
Ethan Burke is the Southeast Regional Director, based in Charlottesville, Virginia with his wife and three boys. He is responsible for business development, relationship management and advanced philanthropic planning. Ethan has more than 20 years of experience in advanced charitable planning. Before joining NPT, Ethan spent 10 years with St. Jude Children’s Research Hospital, working with high net worth individuals on legacy planning with complex assets. Ethan also served as a financial advisor at Merrill Lynch as a private wealth strategist. He received a graduate certificate from Georgetown University in Managing Global Business and a B.A. degree in Political Science from Southern Methodist University in Dallas, Texas. National Philanthropic Trust (NPT) is an independent public charity that was founded in 1996. Its mission is provide philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations. NPT provides donor-advised funds and other giving vehicles for individual donors, families and organizations. NPT also partners with independent wealth advisors and financial service institutions to establish and manage custom giving solutions for their clients. NPT has raised $10 billion in charitable contributions and currently manages over $6.2 billion in assets. We have made over 200,000 grants totaling $5 billion to charities in the United States and worldwide. We rank among the 25 largest grantmaking institutions in the United States.