DAFs 101: Smarter Giving in Brooklyn - Brooklyn Org
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DAFs 101: Smarter Giving in Brooklyn

Zoom
12:00 PM– EDT

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Today, more than ever, people are rethinking how their giving can do more—seeking ways to align both their investments and their philanthropy with what matters most.

Join Brooklyn Org and Veris Wealth Partners—along with current BKO DAF holders Raul and Deborah Velazquez—for a dynamic, one-hour conversation on how Donor Advised Funds (DAFs) and social impact investing can work together to amplify your impact.

We’ll explore how a Brooklyn Org DAF can serve as a powerful, tax-efficient vehicle for charitable giving—while complementing a values-aligned investment strategy. Together, these approaches offer a more connected, strategic way to activate your wealth in service of the causes and communities you care about most.

Whether you already have a DAF or are considering one, you’ll gain practical insights on how to:

  • Maximize tax efficiency by donating appreciated assets
  • Align your investments with your values
  • Give more flexibly and respond to today’s most urgent challenges

Join us to see how your philanthropy and financial strategy can work together to drive meaningful change.

About The Speakers

Tim Kingsbury
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Tim Kingsbury is a Veris Partner, Advisor, and a CERTIFIED FINANCIAL PLANNER® professional. Based in the firm’s New York office, Tim is focused on helping clients meet their financial and impact goals. Tim has over 15 years of experience in financial services and advisory work. He leads Veris’ advisory working group trainings.

Deborah Velazquez
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Deborah Velázquez is President & CEO and a trustee of the Altman Foundation, where she oversees $13 million in annual grantmaking to advance equity and opportunity across New York City. With more than 16 years at the Foundation, she leads strategy across key areas including education, health, affordable housing, economic mobility, and the arts, while championing capacity building and cross-sector collaboration. A longtime Brooklyn resident, she brings over three decades of lived and professional experience in the borough, along with prior leadership roles at the Edna McConnell Clark Foundation, MDRC, and Bridge Street Development Corporation. She holds a BS from SUNY New Paltz and an MPP from Harvard Kennedy School. Together with her husband, Raul Velazquez, she established the Serescitos Fund at Brooklyn Org and values how it has served as a meaningful vehicle for their family’s philanthropy—advancing shared goals around supporting children and families, expanding opportunity, and strengthening communities locally and beyond.

Raul Velazquez
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Raúl Velázquez, ChFC®, is a capital markets professional. Mr. Velázquez is the President and CEO of Velazquez Ventures LLC, a financial services consultancy, and the Senior Managing Director of two affiliate practices, Cenador Financial Advisers LLC and Cenador Capital LLC. Velazquez Ventures LLC offers financial management services to small businesses and not-for-profit organizations; Cenador Financial Advisers LLC targets investment advisory services to individuals and small business owners; and Cenador Capital LLC evaluates alternative investment opportunities.

Mr. Velázquez holds the designation of Chartered Financial Consultant (ChFC®) awarded by The American College, an accredited private educational institution that offers both undergraduate and graduate training programs. He is a member of the CFA Institute, the largest global association of investment professionals, as well as the CFA Society New York, a local member society of the Institute. Mr. Velázquez earned an MBA from the New York University Stern School of Business, and a BA from Haverford College.

Following a broad-ranging career with major Wall Street financial institutions, Mr. Velázquez served as a college adjunct lecturer in Economics and Finance, a small business development trainer, technical assistance provider, and finance trainer. With a passion for wealth accumulation and preservation within Latino and Black communities, he provided coaching and consulting for early-stage ventures, community-based organizations, and community development credit unions.

Finally, with respect to philanthropic interests, Mr. Velázquez awards grants to a variety of causes through a family donor-advised fund.


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