Dan is passionate about his belief in charitable giving. As an attorney, he helps clients make a long-lasting impact by helping them plan ahead.

By incorporating charitable giving into their estate plans in a tax-wise manner, Dan helps his clients create a legacy that continues to help people in need long after the donors' lifetimes.

He has been connecting clients with CFGRB for nearly 20 years, and believes that charitable giving should be part of everyone's estate plan.

"Estate planning through the Community Foundation is the most effective vehicle for long-term charitable bequests," he says.

Dan says he runs into two types of clients. One group hasn't thought very much about charitable giving.

"When it comes down to the choice of sending money to Washington or keeping it in the community, I tell them, 'Here's a good option, let's keep it in the community, let's name it after the family and let the children guide it after you're gone.'"

The second type of client already has a desire to give, but they're thinking about specific charities. Dan counsels them about giving to a foundation that's already established -- CFGRB -- to benefit the charities they love forever.

"The Community Foundation of the Great River Bend is a proven, professional organization that has useful experience and is more cost-effective than some private foundations," he says. 

Dan is not only a member of the Advisor Circle, he took a seat on the Foundation's Board of Directors in 2010.