Charitable giving can be a powerful part of your retirement, and it’s about more than just donations—it’s about making a lasting impact with your finances.
How do you ensure your giving is intentional and efficient? What strategies can help you make the most of your contributions without incurring unnecessary taxes?
Join Josh Leonard and Pete Belcastro as they dive into the fulfilling world of charitable giving and how it can play a critical role in your financial planning.
Learn about the impact of charitable contributions, the importance of a personalized giving strategy, and efficient ways to manage generosity through Qualified Charitable Distributions (QCDs), donor-advised funds, and stock gifting.
They discuss:
How Qualified Charitable Distributions (QCDs) can benefit your taxes and your favorite charities
How donor-advised funds offer a strategic approach to managing philanthropic efforts and tax planning
The benefits of gifting appreciated stock to family or charities to reduce potential capital gains tax
Inspiring stories about the impact of efficient giving on individual lives and overall financial health
Are you struggling to navigate the complexities of charitable giving and tax planning for retirement?
Let us introduce you to Daffy!
Josh Leonard and his guest, Adam Nash, co-founder and CEO of Daffy.org dive into the world of donor-advised funds, money decisions, and much more on this engaging episode of Relax It’s Retirement. They address how Daffy can help simplify your giving and give you more control over your charitable donations. Take the stress and guesswork out of charitable giving, allowing you to support causes you care about with ease while maximizing your tax benefits. Find out how Daffy can revolutionize your approach to giving and tax planning.
Josh and Adam discuss:
What donor-advised funds are, and how do they benefit individuals
How Daffy.org is reshaping charitable giving with cutting-edge technology and innovation
The importance of setting financial goals for charitable giving
The impact of automating contributions on financial planning
Benefits of setting giving goals and embracing a donor-advised fund for smarter tax planning and impactful philanthropy
Adam Nash is co-founder and CEO of Daffy.org. Adam is a proven advocate for development of products that go beyond utility to delight customers. At Dropbox, he led the teams responsible for growth, product strategy, product management & product analytics for a platform with over 600 million registered users with responsibility for all of Dropbox self-service revenue (~90% of all company revenue in 2019).
Before Dropbox, Adam served as the President & CEO of Wealthfront, where for four years he championed the creation of a new category of automated investment services. While Adam was at Wealthfront, the company grew its client base by over 60x, and grew assets under management 45x from less than $100m to over $4 billion. During his tenure, Wealthfront delivered industry-leading innovations including Direct Indexing, the Single-Stock Diversification Service, and the first automated 529 College Savings Plan.
Prior to joining Wealthfront, Adam was Vice President of Product Management at LinkedIn. Adam led LinkedIn’s Platform & Mobile products, including the launch of LinkedIn’s open developer platform and their highly successful native applications and mobile web experiences. Adam was the founder and architect of LinkedIn Hackdays, a seminal program for driving the innovation culture at the company. He also was responsible for leading LinkedIn’s search & cloud efforts, as well as forming and leading their user experience & design team.
Prior to joining LinkedIn, Adam held a number of leadership roles at eBay, including Director of eBay Express, an innovative new site focused on new, fixed-price products. Previously, Adam also held strategic and technical roles at Atlas Venture, Preview Systems and Apple.
Adam holds an MBA from Harvard Business School as well as BS and MS degrees in Computer Science with a focus on Human-Computer Interaction from Stanford University.
Adam was born and raised in Silicon Valley where he lives with his wife, four children, and a golden retriever.
As we get our front porches wrapped with spider webs and observe the leaves changing colors, it might be a good time to take one step forward in your retirement planning.
In this episode, Josh Leonard discusses some tricks and treats for retirement along with all the planning that goes into it as we head into the final quarter of the year. Additionally, he explains some ways to develop an efficient plan to take advantage of current market conditions, prepare for recessions before they come, and make smart health and tax decisions.
Josh discusses:
How you can use tax loss harvesting to benefit your portfolio
The benefits of a donor-advised fund
Ways you could earn more with your savings accounts
How to take advantage of the current market conditions
