Robert Danzig, CFP, CAP

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DISC Type : cd

Director of Planned Giving at Pratt Institute

New York City Metropolitan Area, United States

Overview

Robert Danzig is a seasoned philanthropy professional, currently serving as the Director of Planned Giving at Pratt Institute. With an MBA from Yale and certifications as a CFP and CAP, his expertise lies at the intersection of wealth management and non-profit fundraising. Colleagues describe him as professional, thorough, and intelligent.

Outside of his professional life, Robert has a strong background in the arts, holding a bachelors degree in Music with a focus on Piano Performance from Vassar College. This suggests a deep appreciation for music and the discipline of classical training, which complements his analytical work in finance and philanthropy.

Unique fact: He is an accomplished pianist, having earned his undergraduate degree in Piano Performance.

Personality Overview

Judgemental

Hard To Convince

Demanding

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Philanthropic Advising
His career focuses on providing donors with valuable and satisfying philanthropic experiences, backed by his Chartered Advisor in Philanthropy (CAP) certification.
Planned Giving
As the Director of Planned Giving, he specializes in securing bequests, IRA rollover gifts, and other complex gift structures to support institutional priorities.
Higher Education Funding
His recent roles at Pratt Institute, Albert Einstein College of Medicine, and NYU Langone demonstrate a commitment to fundraising for educational and research institutions.

Media Appearances

Philanthropic Planning Group of Greater New York – Office Hours (April 8) featuring Robert Danzig, CFP, CAP, Director of Planned Giving, Pratt Institute. Featured in Philanthropic Planning Group of Greater New York (PPGGNY)

See Now

Work History

2019
Director of Planned Giving at Pratt Institute
2016 - 2018
Principal Gifts Officer at Albert Einstein College of Medicine at Montefiore Health System
2013 - 2015
Senior Vice President and Private Client Advisor at U.S. Trust
2010 - 2013
Senior Director of Development, Education and Alumni Giving at NYU Langone Medical Center
1999 - 2009
Vice President at Fiduciary Trust

Education

Master of Business Administration - MBA from Yale School of Management
A.B. Music - Piano Performance from Vassar College

More Information

Social Presence :

Prographics :

Exp : 32 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Director of Planned Giving at Pratt Institute
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Robert

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • Their decision making speed is somewhere in the middle.
  • Can Robert take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Robert

Personality Compatibility


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