The First You Talk podcast explores complex social issues and philanthropic strategies, with a focus on building community by building philanthropy. By creating an approachable space to unpack large and oftentimes challenging topics, each episode informs listeners in an easy-to-understand way, fosters greater empathy in our community, and empowers thoughtful discussions that lead to sustainable solutions.
Navigating Generosity is designed for professional advisors and anyone who wants to be better informed when discussing charitable giving with their advisors. Our hosts include Chartered Advisors in Philanthropy® and other professionals in this field, including wealth and financial advisors.
On this episode of Navigating Generosity, dive into a popular charitable giving tool: the donor-advised fund (DAF). With this broad overview, you’ll learn the differences between a DAF and a private foundation, understand what a DAF can and cannot do, and why a DAF might make sense for a client. You’ll walk away from this episode feeling more confident in your knowledge of this powerful philanthropic tool.
This Episode
Nicole Donelson, CAP®
VP of Philanthropic Strategies and Partnerships, Central Florida Foundation
David Torre, CEPA®, CFP®, AEP®, TEP®, CAP®
Wealth & Philanthropy Strategist
For any questions, concerns or suggestions for future podcast episodes, please fill out the form below.
Laurie Crocker
Vice President of Strategic Communications
lcrocker@cffound.org
800 North Magnolia Avenue, Suite 1700
Orlando, FL 32803
p. 407.872.3050
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