In this episode of The Grow Your Wealthy Mindset, we dive into donor-advised funds (DAFs)—a powerful but often overlooked tool for charitable giving.
You’ll learn:
- What a donor-advised fund is and how it works
- Why donating appreciated assets (like stock) may be smarter than giving cash
- The benefits and downsides of using a DAF
- How Fidelity, Schwab, and Vanguard’s donor-advised funds compare
- When a DAF might make sense in your own financial or estate planning
Whether you’re already a generous giver or want to maximize the impact of your future donations, this episode will help you understand whether a donor-advised fund belongs in your financial toolkit.
Resources Mentioned:
Fidelity Charitable: https://www.fidelitycharitable.org
DAFgiving360™ (Schwab): https://www.schwabcharitable.org
Vanguard Charitable: https://www.vanguardcharitable.org
Daffy https://daffy.org
Charityvest https://www.charityvest.org/
https://inequality.org/article/top-public-charities-dafs/
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Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching .
You can learn more about Elisa at her website or follow her on social media.
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