Creating a donor advised fund (DAF) means building a wealth account for charitable giving. How can you increase flexibility for yours and your families charitable contributions?
In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, speak with Dan Blake, a managing director of University Impact, on creating flexible donor advised funds and creating family inclusive charitable contributions.
Dan discusses:
- What a donor advised fund is
- How University Impact’s triple DAF increase flexibility for their clients donations
- How parents can involve their children in charitable giving
- Why people do or don’t donate
- And more
Connect With Dan Blake:
Connect With Blue Barn Wealth:
- info@bluebarnwealth.com
- (801) 466-4101
- Blue Barn Wealth
- LinkedIn: Blue Barn Wealth
- Facebook: Blue Barn Wealth
- Twitter: Blue Barn Wealth
- Instagram: Blue Barn Wealth
- LinkedIn: Jeff Brimhall
- LinkedIn: Benjamin Cummings
About Our Guest:
Daniel’s background is in building and scaling startups. He started his first company, EcoScraps, in 2010 and sold it to a Fortune 1,000 company (Scott’s Miracle Gro) after 4 years. He has been on the board for two companies that have sold to publicly traded companies.
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