Rick Davis, Managing Partner of LOHAS Advisors, was recently featured in a recent Refinitiv bi-monthly sustainability podcast episode entitled “Donor-Advised Funds (DAFs) – Untapped Sources for Social Impact Investment?” where he discusses the potential of Donor-Advised Funds as a philanthropic and social impact investment tool with host Keesa Schreane. With over a hundred billion dollars in assets currently, DAFs remain a largely untapped source of social impact investment though that trend may be changing due to growing attention in healthcare investing—particularly as it concerns the COVID-19 crisis. Tune in to the episode to learn more about Donor-Advised Funds.
Tami Kesselman Featured as one of the Leaders Who Care®
LOHAS Advisors Partner Tami Kesselman was recently featured as one of the Leaders Who Care®, talking with host Mark...
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