Donor Advised Funds (DAF)

In this episode of The About Podcast, Roy Hucke and Jeremy Scott sit down with Nicole Conner, Internal Charitable Consultant at Raymond James Charitable, to unpack one of the most powerful yet often misunderstood tools for giving: the Donor Advised Fund (DAF).💡 What you’ll learn:What a donor advised fund is — and why it’s becoming the preferred giving vehicle for many families.How DAFs simplify charitable giving while maximizing tax efficiency.The difference between a donor advised fund and a private foundation.How you can use DAFs to create a lasting charitable legacy.Real-world examples of how clients use DAFs to manage one-time gifts or ongoing giving plans.Nicole shares insights from her years of experience advising financial professionals and clients on effective charitable strategies — making this a must-listen for anyone interested in philanthropy, financial planning, or building impact into their legacy.🎙️ Featuring:Roy Hucke, Credentialed Wealth Advisors and The About Podcast Co-HostJeremy Scott, Pastor and The About Podcast Co-hostGuest: Nicole Conner, Raymond James Charitable📍Listen now to learn how to make giving simpler, smarter, and more meaningful.👉 Subscribe to The About Podcast for more conversations about financial health, planning, and living with purpose.© 2021-2024 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. | Privacy | Form CRS See less© 2021-2026 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. | Privacy | Form CRS Hosted on Acast. See acast.com/privacy for more information.