Margaret Steen - Profile and Journalist Details
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Margaret Steen
Verified
Editor, FO PRO
San Francisco Bay
Beats
Fintech, Neobanks Insurtech, and Blockchain. Cryptocurrency, Regtech VC's and Funding, Digital Payments Digital Banking
Porn, Gambling, etc.
Content
By Margaret Steen| FO PRO@ Donor-advised funds (DAFs) allow a donor to make a charitable contribution to the fund and then direct the institution holding the fund to disperse funds to qualifying nonprofits at a later date. But what happens to the funds after the death of the donor? David Torre, a wealth strategist and adjunct instructor with the Edyth Bush Institute for Philanthropy & Nonprofit Leadership at Rollins College, has written about this issue: Donor-advised funds: Planning for the exit.
By Margaret Steen| FO PRO@ Working as general counsel for a family office in 2008, Jill Creager found a frustrating lack of technology suited to family office needs. So, she built iPaladin, which launched as a product for family offices in 2010 and has been offered via a software-as-a-service model since 2017. Creager, iPaladin’s CEO, talks about the technology challenges family offices face:What challenges did you face in your family office work that technology was not addressing? We wanted a system to help run the office.
By Margaret Steen| FO PRO@ Donor-advised funds (DAFs) allow a donor to make a charitable contribution to the fund and then direct the institution holding the fund to disperse funds to qualifying nonprofits at a later date. But what happens to the funds after the death of the donor? David Torre, a wealth strategist and adjunct instructor with the Edyth Bush Institute for Philanthropy & Nonprofit Leadership at Rollins College, has written about this issue: Donor-advised funds: Planning for the exit.
Company Info
FO PRO
San Francisco Bay, United States