Daffy CEO Adam Nash on Tech, Taxes, and Charitable Trusts

Airdate: 01/06/2024 In this episode, Josh welcomes Adam Nash, CEO and co-founder of Daffy.org, to discuss the transformative power of charitable giving through technology. Nash explains how Daffy democratizes the process of giving through its low-cost, user-friendly donor-advised fund (DAF), making it accessible for everyone to contribute to their favorite charities efficiently and receive immediate tax benefits. Nash delves into the mechanics and advantages of using a DAF, emphasizing how Daffy simplifies the giving process with features like Daffy Gifts for digital charity gift cards and Daffy Campaigns for fundraising. He shares his vision of fostering a community of givers who are informed and engaged in their philanthropic efforts. The conversation also touches on the importance of personal finance education, particularly for couples, and how technology like robo-advisors and AI is revolutionizing financial advice and planning. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!