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Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets - The Diamond Podcast for Financial Advisors | OndaCast
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EPISODE
August 28, 2025
Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
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The Diamond Podcast for Financial Advisors
•
Mindy Diamond Financial Advisor Recruiter and Consultant
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Note dello show
Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business.
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