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#153 An Amazing Twist on Donor Advised Funds with Michael Littledike, Founder of Capita Financial Network, and Daniel Blake, CEO of UI Charitable Advisors
Sybil is joined by special guests Michael Littledike and Daniel Blake. They delve into the creative ways a donor can use Donor Advised Funds (DAFs) to their advantage. The interview will shed light on the interplay between charitable giving, wealth management, and personal philanthropic impact. The interviewees highlight key points, including the benefit of receiving an immediate tax deduction when donating to a DAF, and the flexibility to invest those funds for charitable purposes over a longer time horizon. Daniel and Michael also delve into ideas for reforms to ensure that DAFs are used effectively and responsibly.
Episode Highlights:
- The benefits of DAFs
- The role of experts in helping donors make informed decisions
- Answering the concerns surrounding DAFs
Michael Littledike Bio:
Michael founded Capita Financial Network in 2008 with the vision of creating a collection of financial professionals to build a complete wealth management experience for the clients of Capita. Capita Financial Network continues to grow as the company fulfills its mission to "create the optimal wealth management experience." Mike spends most of his time building the company, finding strategic partnerships, presenting on financial topics, and building adventure-packed events for like-minded business owners to synergize.
Mike and his wife, Britney, hold their family close and use their charitable opportunities to support Down Syndrome foundations. The Littledikes support their community and the next generation through UVU's Scholarship Program and the Success in Education nonprofit. They are also passionate about their support for veterans as they fund special experiences and once-in-a-lifetime opportunities through Operation Pay it Forward at their ranch in Texas.
Daniel Blake Bio:
As CEO, Daniel leads the team at UI Charitable Advisors and spearheads initiatives that empower high-net-worth individuals to achieve their philanthropic objectives while nurturing the next generation of social impact leaders. Previously, he was the CEO and co-founder of EcoScraps, which Scott’s Miracle-Gro acquired (NYSE: SMG), where he was a Director for their sustainability and hydroponic business unit. He has led sustainability initiatives with the US State Department, United Nations World Food Programme, Amazon, Google, Home Depot, Walmart, and some of the world’s largest food companies etc
Daniel has been named one of the top Social Impact Entrepreneurs in the USA by Bloomberg Businessweek and has been featured as the cover story in both Inc. Magazine and Forbes. Daniel studied English at BYU where he currently serves as an adjunct professor and is on the board of advisors for the Ballard Center for Social Impact.
Links:
- CAPITA https://www.capitafinancialnetwork.com
- INSTAGRAM https://www.instagram.com/capita_financial
- Charitable Advisors https://www.uicharitable.org
If you enjoyed this episode, listen to these as well:
https://www.doyourgood.com/blog/152-Whats-the-Big-Deal-About-Donor-Advised-Funds
https://www.doyourgood.com/blog/151-The-Ins-and-Outs-of-Donor-Advised-Funds-with-Andrea-Rush
https://www.doyourgood.com/blog/148-Sybil-Speak-The-Ins-and-Outs-of-Donor-Advised-Funds-and-Pooled%20Funds
Crack the Code: Sybil’s Successful Guide to Philanthropy
Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.
Sybil offers resources that include special free short video mini-courses, templates, and key check lists and words of advice summarized in easy to review pdfs.
Check out Sybil’s website with all the latest opportunities to learn from Sybil at www.doyourgood.com
Connect with Do Your Good
- https://www.facebook.com/doyourgood
- https://www.instagram.com/doyourgood
Would you like to talk with Sybil directly?
Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]
View all episodes
By Sybil Ackerman-Munson
5
1717 ratings
Sybil is joined by special guests Michael Littledike and Daniel Blake. They delve into the creative ways a donor can use Donor Advised Funds (DAFs) to their advantage. The interview will shed light on the interplay between charitable giving, wealth management, and personal philanthropic impact. The interviewees highlight key points, including the benefit of receiving an immediate tax deduction when donating to a DAF, and the flexibility to invest those funds for charitable purposes over a longer time horizon. Daniel and Michael also delve into ideas for reforms to ensure that DAFs are used effectively and responsibly.
Episode Highlights:
- The benefits of DAFs
- The role of experts in helping donors make informed decisions
- Answering the concerns surrounding DAFs
Michael Littledike Bio:
Michael founded Capita Financial Network in 2008 with the vision of creating a collection of financial professionals to build a complete wealth management experience for the clients of Capita. Capita Financial Network continues to grow as the company fulfills its mission to "create the optimal wealth management experience." Mike spends most of his time building the company, finding strategic partnerships, presenting on financial topics, and building adventure-packed events for like-minded business owners to synergize.
Mike and his wife, Britney, hold their family close and use their charitable opportunities to support Down Syndrome foundations. The Littledikes support their community and the next generation through UVU's Scholarship Program and the Success in Education nonprofit. They are also passionate about their support for veterans as they fund special experiences and once-in-a-lifetime opportunities through Operation Pay it Forward at their ranch in Texas.
Daniel Blake Bio:
As CEO, Daniel leads the team at UI Charitable Advisors and spearheads initiatives that empower high-net-worth individuals to achieve their philanthropic objectives while nurturing the next generation of social impact leaders. Previously, he was the CEO and co-founder of EcoScraps, which Scott’s Miracle-Gro acquired (NYSE: SMG), where he was a Director for their sustainability and hydroponic business unit. He has led sustainability initiatives with the US State Department, United Nations World Food Programme, Amazon, Google, Home Depot, Walmart, and some of the world’s largest food companies etc
Daniel has been named one of the top Social Impact Entrepreneurs in the USA by Bloomberg Businessweek and has been featured as the cover story in both Inc. Magazine and Forbes. Daniel studied English at BYU where he currently serves as an adjunct professor and is on the board of advisors for the Ballard Center for Social Impact.
Links:
- CAPITA https://www.capitafinancialnetwork.com
- INSTAGRAM https://www.instagram.com/capita_financial
- Charitable Advisors https://www.uicharitable.org
If you enjoyed this episode, listen to these as well:
https://www.doyourgood.com/blog/152-Whats-the-Big-Deal-About-Donor-Advised-Funds
https://www.doyourgood.com/blog/151-The-Ins-and-Outs-of-Donor-Advised-Funds-with-Andrea-Rush
https://www.doyourgood.com/blog/148-Sybil-Speak-The-Ins-and-Outs-of-Donor-Advised-Funds-and-Pooled%20Funds
Crack the Code: Sybil’s Successful Guide to Philanthropy
Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.
Sybil offers resources that include special free short video mini-courses, templates, and key check lists and words of advice summarized in easy to review pdfs.
Check out Sybil’s website with all the latest opportunities to learn from Sybil at www.doyourgood.com
Connect with Do Your Good
- https://www.facebook.com/doyourgood
- https://www.instagram.com/doyourgood
Would you like to talk with Sybil directly?
Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]