The Role of Charitable Giving in Our Personal Finance Habits With Adam Nash

The Agent of Wealth

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1y ago 28:01

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Are you interested in incorporating charitable giving into your financial habits, but not sure where to start? Tune into this episode of The Agent of Wealth Podcast, where Marc Bautis is joined by Adam Nash, CEO and Co-founder of Daffy, a fintech platform reinventing the donor-advised fund and making charitable giving easier than ever. Adam is a personal finance expert with decades of experience, most notably as a serial angel investor, advisor, and board member in over 100 companies such as Acorns, Gusto, Figma, and Opendoor. Together, they discuss how you can make charitable giving a sustainable habit through Daffy.

In this episode, you will learn:

What Daffy is, how it works and what sets it apart from other financial platforms.
How incorporating charitable giving into our financial habits can benefit individuals and communities.
How individuals can strike a balance between achieving their own financial goals and giving back to the community.
What a donor-advised fund is, and the benefits of giving through a donor-advised fund.
And more!

Resources:
Episode Transcript & Blog | daffy.org | Follow Adam on LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

222 episode

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