Rick Davis Featured in a Refinitiv Podcast on Donor-Advised Funds

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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.

About LOHAS Advisors

LOHAS Advisors is a professional services firm that provides social impact investment advisory services directly to family offices, high net worth individuals, corporations, foundations, and the wealth and asset managers that support these parties. Despite the dramatic growth in impact investing, challenges remain in identifying and engaging financially compelling, direct investment opportunities that will yield real social or environmental results. LOHAS Advisors empowers individuals and organizations to generate the impactful outcomes they desire.

LOHAS Advisors is a professional services firm that provides social impact investment advisory services directly to family offices, high net worth individuals, corporations, foundations, and the wealth and asset managers that support these parties. Despite the dramatic growth in impact investing, challenges remain in identifying and engaging financially compelling, direct investment opportunities that will yield real social or environmental results. LOHAS Advisors empowers individuals and organizations to generate the impactful outcomes they desire.

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For Family Offices, Foundations, and the Social-Minded

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