Meet Adam. He believes everyone can be a philanthropist, and he’s on a mission to re-envision donor-advised families to be a tool for everyone. After launching some seriously impressive tech innovations in top leadership positions at Dropbox, LinkedIn and eBay, he turned his sights toward the nonprofit sector. This isn’t your grandma’s donor-advised fund. Daffy is changing the landscape of giving by helping people be more generous, more often.

Back-to-Basics continues this week with the topic with diving into the ultimate realization of playing the long game: Planned Giving. Planned giving is the convergence of some of our favorite topics - value alignment, having meaningful conversations and telling incredible stories of quite possibly our most rabid fans. We discuss a starting point, Pro Tips and even provide a glossary of terms for those words you've never been brave enough to ask about in a staff meeting. If we can do it, so can you.