A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone | Adam Nash | 200
Catching Up to FI
Custom portfolios and creating an endowment
Bill and Adam describe custom portfolios, risk-parity use, and building perpetual giving machines.
What if your giving plan felt as intentional and optimized as your FI plan, and just as easy to automate? In walks Daffy, the new and modern donor-advised fund that is democratizing giving! Adam Nash, co-founder and CEO of Daffy, joins us today to explain how donor-advised funds (DAFs) went from stuffy tools for the ultra-wealthy to something you can open on your phone. Daffy is a fast-growing fintech platform and community for charitable giving, made for everyday people. Adam shares the pandemic-era "why now" behind Daffy, how traditional donor-advised funds quietly skim high AUM fees while setting eye-watering minimums, and walks through Daffy's flat-fee, app-first model.
This episode also covers:
✅ What donor-advised funds are and why they've been hidden from most everyday givers
✅ DAFs for tax optimization (bunching, appreciated stock, estate planning)
✅ How to turn giving into a family and workplace culture (campaigns, matching, gift links)
✅ Why Adam sees a DAF as a simple "charitable 401(k)" or mini family foundation without the lawyers, board meetings, or overhead, built to help you be more generous
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➡️ Join Bill or Jackie on :Daffy and receive an extra $25 bonus for charity in your new account
🌐 :Daffy (The Donor-Advised Fund For You™)
📄The One Big Beautiful Bill Act (OBBBA) is Telling Donors One Thing: Get a Donor-Advised Fund
Donor-Advised Fund fee comparison calculator
Stock vs. Cash Donation Calculator
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📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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