Donor Advised Funds 101 (with Adam Nash) SB1724

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Aug 20, 2025

In this engaging discussion, Adam Nash, founder and CEO of Daffy, shares his insights on donor-advised funds as a revolutionary approach to charitable giving. He explains how these funds can simplify and enhance your generosity. The hosts also dive into practical advice on handling car insurance claims, blending humor with serious financial strategies. Listeners will learn the advantages of consistent giving, navigate the complexities of insurance policies, and walk away with valuable tools for effective philanthropy and financial safety.

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INSIGHT

Why Donor-Advised Funds Are Growing

Donor-advised funds (DAFs) became popular because many households give but rarely budget for charity.
Americans also embrace tax-advantaged accounts, so a giving-specific account naturally appeals.

ADVICE

Centralize Your Giving For Convenience

Open a donor-advised fund to centralize giving and fund donations when convenient.
Invest the money tax-free in the DAF and grant to charities with a few taps when ready.

ADVICE

Give Appreciated Assets, Not Cash

Donate appreciated stock or crypto to a DAF to claim a deduction for full market value and avoid capital gains tax.
Hold the asset at least one year to qualify for the full-tax benefit.

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What if there were a way to make charitable giving easier, more strategic, and—dare we say—more satisfying? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Len Penzo welcome Adam Nash, founder and CEO of Daffy, to demystify donor-advised funds. Whether you’ve never heard of them or you’ve been meaning to set one up, Adam walks us through how they work, why they might be a perfect fit for your giving goals, and how they can help you be more intentional with your generosity year-round.

But that’s not all—we also turn the spotlight on an often-overlooked money moment: handling a car insurance claim. From gathering evidence at the scene to negotiating with your insurance company, the team shares smart, practical steps to make sure you don’t leave money (or protection) on the table. And, of course, Len dishes up his trademark personal finance storytelling straight from his new book, mixing in lessons you’ll actually remember with tales you didn’t see coming.

If you’ve been thinking about giving more, protecting yourself better, or just want to walk away with some clever, real-world money moves, this episode’s got you covered. Plus, you’ll leave with an extra nudge to make your charitable giving—and your financial safety net—as strong as possible.

What You’ll Learn in This Episode:

The basics of donor-advised funds and how they can supercharge your charitable giving
Key differences between donor-advised funds and traditional giving methods
How to prepare for and navigate a car insurance claim from start to finish
Smart moves for documenting accidents and protecting yourself against disputes
Why diversification in your giving can be as valuable as diversification in your investing
How Len Penzo turns everyday money lessons into stories you’ll want to retell

Questions to Discuss with Your Fellow Stackers:

Have you ever used a donor-advised fund—or would you consider one after hearing this episode?
What’s one lesson you’ve learned (the hard way or otherwise) from filing an insurance claim?
Do you think giving should be a scheduled part of your financial plan, or something you do more spontaneously?

FULL SHOW NOTES: https://stackingbenjamins.com/donor-advised-fund-deep-dive-1724

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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