Loading...
Please wait
Podcast
Loading...
Waves
Explore
Library
Vibes
Podcasts
Audiobooks
Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets - The Diamond Podcast for Financial Advisors | OndaCast
Podcast
Back to The Diamond Podcast for Financial Advisors
EPISODE
August 28, 2025
Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
From
The Diamond Podcast for Financial Advisors
•
Mindy Diamond Financial Advisor Recruiter and Consultant
Play Episode
Boost
Show Notes
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.
You May Also Like
Waves
Explore
Library
Vibes
Podcasts
Audiobooks
