Mastering the 360 Mindset

Giving With Intention: How Donor-Advised Funds Fit Into a 360 Mindset (Ep. 3)

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Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and impact, donor-advised funds are becoming an important part of the conversation.

In this episode, Jon Meyer sits down with Chris Boyce, Senior Charitable Consultant at Schwab Charitable, to explore how donor-advised funds fit into the intersection of wealth, time, and values. Together, they unpack current trends in philanthropy, including why more families are choosing to give during their lifetime, how donor-advised funds work for everyday givers, and how charitable planning can bring generations together.

What You’ll Learn:

  • Why charitable giving is shifting from end-of-life planning to intentional lifetime strategies
  • How donor-advised funds work and why they are more accessible than many people think
  • The role donor-advised funds can play in family legacy and next-generation engagement
  • How complex assets like business interests or real estate can support charitable goals
  • And more!

    • Connect with Jon Meyer:

    • BGM 
    • LinkedIn: Jon Meyer
    • [email protected]
    • Schedule a Meeting

      • Connect with Chris Boyce:

      • DAF Giving 360
      • LinkedIn: Chris Boyce
        • ...more
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        Mastering the 360 MindsetBy Jon Meyer