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We’re on a mission to fuel a new era of charitable giving through our innovative Charitable Savings Accounts™, leveraging technology to simplify philanthropy and amplify the generosity of every giver."
With 30 years in the global asset management industry in the US and overseas, Joe recognized that donor advised funds (DAF) were underutilized and could be used to change the way everyone thinks about giving. He spreads the word about philanthropic technology, believing anyone can be a philanthropist, especially when they leverage all available resources.
Bill O’Brien is an accomplished sales executive with extensive experience at high-growth global technology companies, including IBM, AT&T, and Lotus Development Corporation. His career includes a role as Principal Consultant with Waypoint 356. With a deep passion for enhancing the lives of individuals with intellectual and developmental disabilities, Bill actively supports several nonprofit organizations in the Boston area. He brings a wealth of experience and a commitment to making a meaningful impact in his community.
Scot Billington is a co-founder of Covenant Capital Management, a Commodity Trading Advisor (CTA) with an extensive career as a futures trader and broker for J.C. Bradford & Co. Scot also served as CFO for Bella Baby Photography, a successful enterprise founded by his wife, Kelly Billington. An active philanthropist, Scot provides seed capital investments and is an active participant in the Social Entrepreneurship program at Miami of Ohio. He also established a scholarship program at his alma mater, St. Xavier in Louisville, KY, demonstrating his commitment to giving back to the community.