Donor-Advised Funds For Charitable Giving with Adam Nash

This is one of the last podcasts of the year and during the month of December, I’m always talking to clients about year-end planning, especially around taxes and charitable donations. We’ve talked about charitable giving specifically with Donor Advised Funds on this podcast as Mrs. Frugalwoods is a big proponent and shared how she utilizes them to not only help with their tax planning but also how her family is able to give more meaningfully because they have the funds. 

I have always loved the idea of Donor Advised Funds, but always hated how they seemed to only be a conversation topic for wealthy families. Well, finally there is a great option for people of all financial shapes and sizes to consider Donor Advised Funds and it’s called Daffy. 

Joining me today is Adam Nash, CEO and Co-Founder of Daffy to talk more about Donor Advised Funds, why December is the perfect time to start one, and how Daffy is making it easier for all of us to give back not only in December but year-round for many years to come. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode451