Great Decisions, Incredible Lives

Episode 38: Giving with Purpose: Align Your Funds and Values


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How can aligning your values with your investments make a tangible impact on the world? Join us as Adam Nash, co-founder of Daffy, explores how charitable giving can be simplified and more accessible to everyone—transforming your financial future and the communities around you."


In this insightful episode, Adam Nash shares his journey from working at major tech companies to founding Daffy, a platform designed to make charitable giving more straightforward through donor-advised funds. Nash discusses how modern technology can help individuals align their financial resources with their personal values, making a meaningful impact in their communities. He also explains how Daffy empowers users to manage donations easily, optimize their tax benefits, and inspire ongoing generosity across generations.



5 Key Takeaways:

  • Aligning Values with Giving: Daffy helps individuals connect their personal values with charitable donations, ensuring their contributions support the causes they care about.
  • Donor-Advised Funds Simplified: Adam Nash explains how Daffy makes it easier to manage charitable donations, track contributions, and enjoy the tax benefits associated with donor-advised funds.
  • Financial Benefits of Charitable Giving: Utilizing a donor-advised fund like Daffy allows for significant tax advantages while contributing to meaningful causes, making charitable giving more financially efficient.
  • Technology Empowers Generosity: By leveraging the latest technology, Daffy simplifies the process of donating and managing charitable giving, empowering users to give more frequently and intentionally.
  • Making Giving a Family Affair: Daffy’s family features enable users to involve their children and other family members in the process of charitable giving, fostering a culture of generosity for future generations.



    Quote(s):

    • "Daffy was built to help people be more generous, more often—by making it easier and more rewarding to give."
    • "Giving isn’t just about a tax deduction, it’s about aligning your money with your values and making an impact."

    • How to Reach the Guest:

      • WebsiteDaffy.org
      • Social Media: Follow Adam Nash on Twitter and LinkedIn.

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        Great Decisions, Incredible LivesBy John Creekmur

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