Increasing Philanthropy with Planned Giving and Opportunity Zone Funds
Jan 10, 2021•59 min•Transcript available on Metacast Episode description
Increasing Philanthropy with Planned Giving and Opportunity Zone Funds with Brion Crum
Brion Crum is a Vice President, Investments, at Caliber Companies. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth.
Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth clients and business owners on strategies for asset protection, tax planning, and portfolio construction. Brion has become an expert and presenter on the Opportunity Zone program and how it creates an impact on the community.
Brion has been on the founding advisory board of Eliances, an entrepreneurship community, and is a board member/advisor for a diverse group of organizations that have community impact and sustainability at their core.
Brion obtained his BSBA in Finance and Aviation Management from Ohio State University. He is a registered representative with Caliber Funds, which is affiliated with Patrick Capital Markets, LLC – Member FINRA/SIPC1.
Through fellow members of the Planned Giving Roundtable, we have enhanced the tax and investment benefits of charitable trust strategies for investors, business owners, and real estate owners by incorporating an Opportunity Zone Fund as an asset in certain charitable trusts. This can be a powerful tool for non-profit organizations to share with their donors who may be anticipating or have experienced a significant liquidity event.
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