Podcast Episode Details

About this episode…

This episode serves as both an educational session and a business development strategy around Donor Advised Funds, or DAFs.

You’ve likely heard of them, maybe even worked with one—but chances are, you’re not maximizing their potential.

Because DAFs aren’t just for high net worth and ultra-high net worth clients. And while they offer a philanthropic path for clients’ wealth, the value goes well beyond.

When used correctly, DAFs can help strengthen client relationships, attract new assets, and create a genuine sense of impact and purpose for clients at all wealth levels.

Julia Healey knows this space inside and out. As the CEO of United Charitable, she works with financial advisors and clients every day to unlock the full value of DAFs—not just from a tax and estate planning perspective, but from a relationship and growth perspective, too.

In this episode, we cover:

• How DAFs actually work—and what makes them so accessible.
• The biggest misconceptions—and why they’re not just for the mega-wealthy.
• How advisors are using them to differentiate—and build trust.
• The value of working with a firm like United Charitable—and how they help financial advisors make a greater impact with their clients.
• And what it looks like when you give clients a real path to be a philanthropist.

Whether you’re new to the concept or looking to refine how you present DAFs, this episode offers a practical, insightful take on an often-overlooked tool.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.