Rick Davis Featured in Seattle Angel Webinar on Donor-Advised Funds

October 15, 2020

Rick Davis Featured in Seattle Angel Webinar on Donor-Advised Funds

John Sechrest, Founder of the Seattle Angel Conference, moderates a webinar for angel investors on impact investing via donor-advised funds, featuring Rick Davis, Managing Partner of LOHAS Advisors, and Melodie Durfee, President and Chief Operating Officer of Legacy Global Charities.

Impact Investing via Donor-Advised Funds

Donor-Advised Funds (DAFs) are philanthropic and social impact investment tools that allow donors (individuals, families, corporations, etc.) to fund special accounts through DAF “sponsor” organizations. Donors receive immediate U.S. income tax deductions and maintain allocation privileges over the fund’s distribution. DAFs can also be used as powerful educational tools for younger generations wishing to become angel investors and have a safe training ground in which to learn the fundamentals of impact investing.

Learn more about Donor-Advised Funds in the webinar and some of the innovative ways investors are utilizing these financial mechanisms to better allocate funds into the socially and environmentally impactful causes they support.

Watch the webinar recording here:

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Rick Davis

Learn More About Donor-Advised Funds

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LOHAS works with its clients and their investment advisors and wealth managers to identify the optimal mix of financial requirements and social or environmental values for investing that delivers both profit and impact.

LOHAS works with its clients and their investment advisors and wealth managers to understand risk/return profiles and explore alternative investment strategies, and then we source, analyze, help structure, and support impact investment transactions.

LOHAS works with a variety of clients on issues most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.

Investment seeking both profit and impact comes from a growing variety of sources – from individual investors to organizations to their advisors – and LOHAS works with each to support their specific needs, developing customized strategies and providing hands-on implementation.

Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, delivering or participating in webinars or podcasts, or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.

LOHAS team members leverage vast operational experience and extensive industry relationships to deliver execution-ready impact investing strategies with enabling partner affiliations and hands-on support.