We are a charitable advisory firm that helps investment advisors empower their clients to give more impactfully.

We are a charitable advisory firm that helps investment advisors empower their clients to give more impactfully.

We are a charitable advisory firm that helps investment advisors empower their clients to give more impactfully.

OUR PRODUCTS

OUR PRODUCTS

OUR PRODUCTS

What We Provide

What We Provide

What We Provide

UI Charitable offers strategic financial tools to empower philanthropy.

UI Charitable offers strategic financial tools to
empower philanthropy.

UI Charitable offers strategic financial tools to empower philanthropy.

What is a Donor-Advised Fund?

A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.

What is a Donor-Advised Fund?

A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.

What is a Donor-Advised Fund?

A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.

What is a Fiscal Sponsorship?

A Fiscal Sponsorship is a formal arrangement in which a 501(c)(3) public charity sponsor enables an organization that may lack exempt status to seek tax-deductible donations under their exempt status.

What is a Fiscal Sponsorship?

A Fiscal Sponsorship is a formal arrangement in which a 501(c)(3) public charity sponsor enables an organization that may lack exempt status to seek tax-deductible donations under their exempt status.

What is a Fiscal Sponsorship?

A Fiscal Sponsorship is a formal arrangement in which a 501(c)(3) public charity sponsor enables an organization that may lack exempt status to seek tax-deductible donations under their exempt status.

What are General Field of Interest Funds?

A General Field of Interest Fund is a fund with a specific focus, allowing donors to direct funds managed by industry experts toward an issue that is important to them.

What are General Field of Interest Funds?

A General Field of Interest Fund is a fund with a specific focus, allowing donors to direct funds managed by industry experts toward an issue that is important to them.

What are General Field of Interest Funds?

A General Field of Interest Fund is a fund with a specific focus, allowing donors to direct funds managed by industry experts toward an issue that is important to them.

OUR BLOG

OUR BLOG

Intelligence

Intelligence

Facts, insights and impactful stories that will inform and inspire.

Facts, insight and impactful stories that will

inform and inspire.

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved. Portions © 2018-2024 University Impact.
All rights reserved. A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s

specific tax situation. Consult a tax advisor for more information. Market fluctuations may cause the value of investments held
in a donor-advised fund (DAF) account to be worth more or less than the value of the original contribution to the fund. UI
Charitable Advisors is the name used for the combined programs and services of University Impact, an independent nonprofit
organization that has entered into service agreements with UI Ventures, LLC. University Impact (EIN: 82-1504018) is a tax-
exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.
Contributions made to University Impact are considered an irrevocable gift and are not refundable. Once contributed,
University Impact has exclusive legal control over the contributed assets. University Impact does not provide legal or tax
advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018