Henri Cancio-Fitzgerald is the nonprofit solutions director for PNC Institutional Asset Management®. In this role, he helps direct the overall strategy in providing solutions for nonprofit clients. He oversees a team that works with clients to create programs to provide Planned Giving solutions including investment management, administration, and education programs to meet their needs. He also leads PNC’s Endowment & Foundation National Practice Group, which produces thought leadership and assists nonprofit clients in addressing their distinct investment, operational, distribution, and capital preservation challenges. Cancio-Fitzgerald has more than 14 years of experience in the financial services industry, including most recently as the director of philanthropic planning at Wells Fargo Bank, where he managed the planned giving offering and headed up the Wells Fargo donor-advised fund. He has also worked as a senior trust and fiduciary specialist and senior planned giving adviser at Wells Fargo Bank. Prior to entering the financial services industry, he taught business law as an adjunct instructor at Forsyth Technical Community College. Cancio-Fitzgerald earned bachelor of science and bachelor of arts degrees in political science and business management from Emory and Henry College and a JD degree, with an emphasis on corporate law and planning, from Wake Forest University School of Law. He has held the Certified Trust and Financial Advisor designation since 2006 and the Chartered Advisor in Philanthropy designation since 2013. He currently serves as a member of the Emory and Henry College Board of Trustees and sits on both the Investment and Business Affairs Committees. In addition, he is the president of the South Fork Panthers of American Youth Football and Cheer League.
What are the basic features of donor-advised funds (DAFs) and what are the considerations in the asset allocation decision for a given donor?
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