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
Refinitiv Logo

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.

You May Also Like…

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

The data is irrefutable that impact investing is not merely a “trend” but rather an irreversible change in perspectives that is encompassing investors of every age, gender, and nationality. LOHAS helps its clients tap into this growing investor desire to support people and planet when seeking profit.

From strategic direction to optimal messaging and positioning to deal preparation to campaign development to market building and (if needed) to fundraising, LOHAS helps guide its impact clients along their paths to success.

LOHAS works with a variety of clients on activities 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.

There a growing variety of parties delivering both profit and impact – from companies to funds to projects and productions – and LOHAS works with each to support their specific needs, developing customized campaign strategies and providing hands-on implementation.

Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, or 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’ deep industry knowledge and relationships expand investment options and help build supportive partner relationships that increase the efficacy and benefits of your venture to investors.