Podcast: How Philanthropy is Powering the Future of Growth
Philanthropy isn’t just generosity — it’s strategy. In this DAF Day discussion, Paul Lussow and Rob Kaufold explore how donor-advised funds (DAFs) are helping advisors and families align wealth with purpose.From legacy and stewardship to multi-generational engagement, they share how giving can be a catalyst for both impact and growth.
Rethinking the Giving Season: Why Strategic Philanthropy Is Year-Round
Generosity isn’t seasonal. By making philanthropy a year-round strategy, advisors can unlock better tax outcomes, deepen client relationships, and sustain nonprofit impact.
Redefining What It Means to Invest and Give
A $90 trillion wealth transfer is reshaping how money moves between generations. Younger investors aren’t just inheriting assets—they’re redefining wealth with values-aligned investing and strategic philanthropy. For advisors, this creates an opportunity to engage clients through giving, deepen relationships, and drive growth.
From Passive to Purposeful: Customizing Your DAF Investment Policy
DAFs are no longer just passive giving vehicles. With a custom Investment Policy Statement, families can align charitable capital with their mission, values, and long-term goals—turning philanthropy into both impact and growth.
DAFs as a Family Governance Tool
DAFs are more than giving vehicles—they’re platforms for family unity and legacy. By creating a safe space for values-based decision-making, empowering rising-generation leaders, and aligning philanthropy with wealth strategy, DAFs help families practice governance while building cohesion across generations.