When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sarah Angello, co-founder of Daffodil, to discuss how technology is modernizing charitable giving and helping advisors weave generosity into their clients’ financial planning.
Sarah shares how Daffodil’s platform bridges wealth management and philanthropy, the rise of donor-advised funds and the next wave of “always-on giving” powered by artificial intelligence and data-driven insights.
Key takeaways:
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How Daffodil turns charitable giving into a continuous part of wealth management rather than a one-time transaction
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Why integrating philanthropy conversations strengthens client loyalty and retention
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The truth about donor-advised funds and why they are far more active than critics claim
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How AI is enabling personalized, real-time impact reporting and smarter giving strategies
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The shift toward “always-on giving” and how advisors can prepare for the next generation of donors
Resources:
Connect with Shannon Rosic:
Connect with Sarah Angello:
About Our Guest:
Sarah Angello is the Co-Founder of Daffodil. Sarah brings over 15 years of experience, blending tech-for-good expertise with experience working with donor-advised funds, philanthropic capital networks, and nonprofits. She has served on grants and advising panels for the City of New York, numerous private foundations, and social good enterprises throughout the US
