News

Merry Christmas!

I hope you all are having a wonderful holiday weekend with family and friends.

As you know, I usually include a product or service at the bottom of these emails that I use and like. Normally these links are "affiliate links" which means the company will pay me a small commission if you sign up using my link.

This week, the product you'll notice is called "Daffy" and it is not a paid link. In the spirit of Christmas I wanted to encourage you to sign up for a Donor-Advised Fund (DAF) with Daffy. These accounts are ways to pre-donate your money into an account where the funds can be invested and grow. Then, at your discretion, the funds can be paid out to any 501(c)3 charitable organization of your choice.

In my opinion, DAF's are one of the greatest tools to both create a perpetual giving machine and get a tax write-off. Many companies like Vanguard and Fidelity have DAF's, but their minimums and fee structures are stupidly high.

Daffy has no minimum and only costs $3/month. Do the future a favor and start building a perpetual generosity machine, and give yourself a tax break while you're at it. You can find the sign-up link at the bottom of this email.

Merry Christmas!

Joe

Heresy Financial