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.
Inteligence
Facts, insight and impactful stories that will
inform and inspire.
OUR BLOG