Conquer Risk Podcast

Donor Advised Funds


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In our "February Hot Takes" podcast episode, we briefly discussed the incredible uptick in the use of Donor Advised Funds. We thought the topic deserved deeper exploration, so this week our Director of Advisor Experience Jennifer Burton joins host Jeff Goodnow to help advisors understand the benefits for their business growth. We discuss:

  • What they are
  • How they work
  • Why Advisors should be excited

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.


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Learn more about Potomac Fund Management: https://potomacfund.com/


Read our blog: https://blog.potomacfund.com/

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Conquer Risk PodcastBy Potomac Studios

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