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:

• University Impact
• LinkedIn: 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.