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

May 12, 2020

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.

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LOHAS Advisors is a boutique impact investment consultancy serving individual and organizational investors and their advisors to help deliver the profitable and impactful outcomes they desire.

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