About this episode
With Julia Healey, CEO of United Charitable
Overview
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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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
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 n
