Working with Donor Advised Funds
AUDIO-ONLY PODCAST AVAILABLE HERE
Eric Saarvala is Executive Director of Raymond James Canada Foundation. In this video, he talks about "donor advised funds" (DAFs), the role they play in the charitable ecosystem, and how charities must adapt to ensure they continue to stay meaningfully connected to the individuals who decide which charities to support with a grant.
Lexicon Financial Group of Raymond James Investment Counsel ("RJIC") believes in a different kind of service model for nonprofits and charities. Our approach recognizes their unique needs, and offers expertise beyond portfolio management and asset allocation. This videos on this channel shares stories, information and knowledge from leaders in the nonprofit sector, helping the entire sector grow and prosper. Please see “Social Media Disclosure” in the “Links” section below for important disclosure information. Information within these videos are from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. Craig Swistun is a Portfolio Manager with RJIC. The view and opinions contained in the article are those of Craig Swistun, a Portfolio Manager registered with RJIC.
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