Fintech Impact

PhilanthPro with Nicholas Palahnuk | E313

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Sinopse

Jason interviews Nicholas Palahnuk, the founder and CEO of PhilanthPro Solutions. PhilanthPro is a platform designed to assist individuals in planning and managing charitable giving at scale. The conversation highlights the challenges in catering to diverse stakeholders and expresses a shared excitement for contributing to impactful philanthropy.Episode Highlights:01:00: Nicholas introduces PhilanthPro as a digital platform for clients to plan and manage charitable accounts with features like financial planning, green planning, relationship management, governance, records, charitable news, and a learning hub.07:21: Nicholas outlines the initial steps after a client decides to make a sizable charitable donation, considering financial planning and multi-year contributions.13:20: Nicholas discuss on how clients use the tool to simulate scenarios, entering large grants to see the impact on future distributions and making informed decisions instantly.17:17: Discussion moves to advisor feedback, with Nicholas menti