Broker Check
James Dargusch, CAP®, CFRE®

James Dargusch, CAP®, CFRE®

Managing Partner of Philanthropic Division

 

Jim has been an established talent in the financial services industry since 1992. He specializes in solving complicated issues surrounding estate, business succession, tax preferred accumulation, insurance and charitable planning.

Jim’s belief in a “serve first” business philosophy and “concierge” type service are attributes that has enabled him to develop solid long-term relationships with his clients. Jim is a true client advocate employing a unique process and approach so that his clients can achieve their directed objectives.

 

Areas of Specialty

Managing Partner of Northeast Planning Corporation’s Philanthropic Division

Working with Executives, Closely Held Business Owners and Affluent Retirees

Supporting nonprofit organizations in the development and execution of Major and Planned Gifts

Founder & President of Planned Giving Consultants, LLC

 

Education & Accreditation's

Central Michigan University, B.A.A. Honors Program, Dean’s List, Lettered; Football Registered with the Securities Exchange Commission (SEC) & Financial Industry Regulatory Authority (FINRA).

Investment Advisor Representative (IAR) and a Registered Representative (RR)

Licenses Series 6,7,63, and 66, Life & Health

Chartered Advisor in Philanthropy (CAP®)

Certified Fundraising Executive (CFRE®)

Retirement Masters Certificate (2018)

CE/CPE Course Instructor

Real Estate (Non Active)

 

Memberships/Professional & Civic Organizations

Jefferson Foundation, NJ-Board of Directors (2016-Present)

New Jersey Business Development Board (2018-Present)

March of Dimes - NJ Volunteer of the Year (2008), Member of Greater Philadelphia Market Board, (2016- Present) Planned & Major Gifts Committee (2016-Present)

Association of Fundraising Professionals (AFP); Southern New Jersey Chapter-Executive Board & Past President (2011-Present)

Gloucester County Chamber of Commerce Executive Club (2106-Present)

Humanility-Founding Member, Board of Directors (2014-Present)

First Presbyterian Church of Grenloch-Elder (2018-Present)

Member of National Association of Charitable Gift Planners

Member of The Gift Planning Council of NJ

Member of the Estate & Financial Planning Council of Southern NJ

Member of the Association for Advanced Life Underwriting

 

Contact

Northeast Planning Corporation, Philanthropic Division
Phone:  856.552.3662  Fax:  856.552.3682

651 Route 73 North, Suite 401 Marlton, NJ 08053

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian