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
  
• And more
  

Resources:

• Schedule a meeting with the team
  
• CS 007: Personal Finance For Engineers by Adam Nash
  

Connect with Josh Leonard: 

• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group
  

Connect with Adam Nash:

• Daffy.org
  
• LinkedIn: Adam Nash
  

About our Guest: 

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.