Virtual Event

What is a Donor-Advised Fund? The Benefits of Incorporating DAFs into Your Investment Advice

Nov 6, 2024 @ 10 AM PT / 1 PM EST

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Are you wondering how Donor-Advised Funds (DAFs) can enhance your investment strategy? Join Dan Blake, CEO of UI Charitable Advisors, for this webinar that explores the advantages of integrating DAF’s into your investment strategy.

In this live event, you will learn:

  • Understanding DAFs: Gain insights into what Donor-Advised Funds are and how they function.

  • Benefits of DAFs: Explore the advantages of incorporating DAFs into your investment advice and client portfolios.

  • Philanthropic Alignment: Discover how DAFs can align financial objectives with philanthropic goals.

  • Strategic Integration: Learn practical ways to integrate DAFs into your business model to enhance client engagement and satisfaction.

Don’t miss this opportunity to expand your knowledge on DAFs and their role in modern investment advice!

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