Our guest today is Adam Nash, the co-founder & CEO of Daffy.org, a modern platform and community for charitable giving that allows you to sign up for your donor-advised fund. Adam has served as an executive, angel investor, and advisor to some of the most successful technology companies to come out of Silicon Valley, including Dropbox, LinkedIn, eBay, and Apple. Adam also served as President & CEO of Wealthfront. 

In today’s episode, Adam explains why his time at Wealthfront gave him the idea to launch Daffy (which stands for donor-advised fund for you). We walk through the ins and outs of a donor-advised fund, how Daffy manages to offer it at a cost that makes Vanguard 13x more expensive, and why this can be a great tool for year-end tax planning.

Listeners get an extra $25 for charity when they join Daffy. Get started for free here. 

Our co-hosts today are Steve Curley, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. 

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL