WCI #345: Charitable Giving and Donor Advised Funds
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 14 December 2023
⏱️ 73 minutes
🧾️ Download transcript
Summary
Today we are talking with Adam Nash, founder and CEO of Daffy. We talk all about charitable giving, the most effective ways to give, what DAFs are and what is unique about Daffy. We get into how to teach your kids about giving and how to make giving part of your life and financial plan and not just something that you do once in awhile.
Click here to get $25 when you open and fund an account at Daffy.org
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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.1 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:19.0 | This White Coat Investor Podcast number 345, Charitable Giving and Doner Advised Funds. |
| 0:21.0 | Today's episode is brought to us by SoFi, |
| 0:23.6 | the folks who help you get your money right. |
| 0:25.8 | They've got exclusive rates and offers |
| 0:27.3 | to help medical professionals like you |
| 0:28.6 | when it comes to refinancing your student loans. |
| 0:30.6 | That could end up saving you thousands of dollars. |
| 0:32.8 | Still in residency, so-fai offers competitive rates and the ability to whittle down your payments to just |
| 0:36.8 | $100 a month while you're still in residency. |
| 0:39.4 | Already out of residency, so-fai's got you covered there too, with great rates that could help you save money |
| 0:43.8 | and get on the road to financial freedom. Check out their payment plans and interest rates at |
| 0:47.2 | SOPI.com slash white code investor. |
| 0:49.4 | Soify student loans are originated by Sophie Bank N. A member, FBI I see additional terms and conditions may apply and my less 696 891. |
| 0:57.0 | All right, welcome back to the podcast. |
| 0:59.5 | We are recording this just two weeks before it runs. |
| 1:02.2 | It's just after Thanksgiving right now and it's great to be back with you at |
| 1:06.3 | this holiday kind of year. You know one of the things that my mind turns to every |
| 1:11.1 | holiday season is charitable giving not only because it's you know around the |
| 1:15.6 | holidays and you're thinking of others and you know there's tradition of giving gifts at Christmas |
| 1:20.0 | time but also just because it's the end of the year and it's time to sum up a little bit what how you've done this year and maybe ways in which you've been blessed or ways in which you've been lucky and be able to take that and pay it forward to other people. |
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