Making an Impact: Philanthropic Strategies for Every Wallet | Ep. 315

Money Talk With Tiff

This week, we're diving into the often-overlooked world of philanthropy with a fellow UNCG alum, Dean Castaldo. Join us as Dean shares his extensive knowledge on the many ways we can support our favorite causes, from naming beneficiaries and directing stocks to establishing donor-advised funds and trusts.

Whether you're just starting your financial journey or looking to leave a legacy, Dean's insights will illuminate a plethora of options for making impactful contributions. Get ready to discover how you can make a difference, not just now, but for generations to come.

Tune in now to unlock the potential of your philanthropic spirit!

About Our Guest

Dean Castaldo, J.D. leads a dedicated team of fundraisers at the USNA Foundation, connecting with alumni and parents across the Southeast and Southern California to secure 6- and 7-figure philanthropic investments that enhance the midshipman experience. Prior to his role with the Foundation, Dean honed his development skills as Associate Director of Alumni Engagement at UNC-Greensboro, where he supported corporate partners, the military-veteran community, and young professionals. He has served in the development profession since late 2015 while bringing over 15 years of combined active and reserve experience leading teams of warfighters as a Marine Corps NCO and a current Naval Officer.

Dean has extensive non-profit advisory experience serving on multiple boards, including as a current member of the UNCG Alumni Leadership Board and the Naval Sea Cadets Foundation Board of Directors.

Connect with Dean

LinkedIn: https://www.linkedin.com/in/deancastaldojr/

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Timestamps

[00:00] Philanthropy is reachable for majority of people.

[05:19] Designate beneficiaries flexibly with selection of percentage.

[08:24] Transfer accounts tax free or tax deferred.

[10:40] Utilize trust structures for financial and estate planning.

[13:58] Invest $100 monthly into donor advised fund.

[18:14] Gratitude for information and hope for day.

Key Themes

• Understanding philanthropy.
• Options for philanthropic giving.
• Beneficiary designations for donations.
• Tax advantages of estate gifts.
• Using wills and trusts.
• Donor-advised funds explained.
• Gifting stocks to nonprofits.

Additional Links & Resources

• Home Page - UNC Greensboro
• Habitat for Humanity
• Veterans Charity - Non Profit Organization for Veterans | WWP
• Charles Schwab
• Chase Online | Chase.com
• Fidelity Investments
• Acorns
• Robinhood
• US Naval Academy Alumni Association & Foundation - www.usna.com

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Copyright 2024 Tiffany Grant

This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy