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See All Thought Leadership

Webinar: How Donor-Advised Funds Can Support Clean Energy

Dec 30, 2025 | Event Recordings/Replays, Thought Leadership

In case you missed it, LOHAS Managing Partner Rick Davis recently joined Climatize CEO Will Wiseman for a special educational webinar looking at how donor-advised funds (“DAFs”) work and how individuals and families can use them to invest in clean energy-related companies and projects.

Whether you are rethinking how your DAF funds are currently invested or exploring how DAF funds can fit into the broader landscape of climate-focused investing, this session offers a DAF overview and specific investment insights and strategies.

This is an educational webinar. This is not tax/investment advice, and it is not an offer to buy or sell securities. Climatize operates as an SEC-registered, FINRA-member funding portal.

Webinar: How Donor-Advised Funds Can Support Clean Energy

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