Ventures in WealthTech
WealthTech Meets Philanthropy with Stephen Kump CEO of Charityvest
In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Stephen Kump, the founder of Charityvest. Stephen Kump shares his background, including his military career and transition into the world of philanthropy and technology.
Stephen highlights the growth of Donor Advised Funds and Community Funds in recent years and their potential to encourage more purposeful giving. The conversation delves into how financial advisors can play a role in helping clients become more tax-efficient with their giving and how technology can streamline the process, making it easier for advisors to facilitate charitable giving discussions with their clients.
The podcast concludes with a discussion of how Charityvest is integrating values and impact into its business model, emphasizing the importance of relationships, generosity, and aligning values with investors.
In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Stephen Kump, the founder of Charityvest. Stephen Kump shares his background, including his military career and transition into the world of philanthropy and technology.
Stephen highlights the growth of Donor Advised Funds and Community Funds in recent years and their potential to encourage more purposeful giving. The conversation delves into how financial advisors can play a role in helping clients become more tax-efficient with their giving and how technology can streamline the process, making it easier for advisors to facilitate charitable giving discussions with their clients.
The podcast concludes with a discussion of how Charityvest is integrating values and impact into its business model, emphasizing the importance of relationships, generosity, and aligning values with investors.