How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
Audio is streamed directly from the publisher (downloads.pod.co) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Adam Nash, the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients and their families to make the kind of meaningful impact they want on the world.
Daffy, which is short for "Donor Advised Funds For You" is an innovative solution designed to make it easier for financial advisors and their clients to collaborate on plans for charitable giving.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
- How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients - Mykolas Rambus of Hush
- Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones - Andrew Crowell of D.A. Davidson
- What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It? - Peter Krull of Earth Equity Advisors
Chapters
00:00 Introduction to Donor Advised Funds and Charitable Giving
02:23 The Need for Innovation in Donor Advised Funds
05:41 The Importance of Setting Goals for Charitable Giving
11:20 The Lack of Innovation in the Donor Advised Fund Industry
15:26 Engaging Multiple Generations in Charitable Giving
19:12 The Universal Value of Giving
21:06 Using Technology to Make Giving Easier
22:32 Incorporating Charitable Giving into Financial Plans
22:45 Using DAFI Features with Clients: A Guide for Financial Advisors
26:22 Incorporating Charitable Giving into Financial Planning: Tips for Advisors
32:03 Tax Strategies and Charitable Giving: A Winning Conversation for Advisors
38:38 Collaboration and Surprising Benefits in the Donor Advised Fund Industry