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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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