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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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.