As we reflect on 2024, I am filled with gratitude and pride in the progress we have made together. It has been a transformative year for UI Charitable Advisors, as we have witnessed the continued growth and adoption of the UI Donor-Advised Fund (DAF) as a cornerstone in cutting-edge financial planning.

Your integration of the UI DAF into your business has been instrumental in shaping this evolution. Together, we have empowered clients to align their financial strategies with their philanthropic goals, fostering a legacy of giving that resonates beyond balance sheets.

Thank you for your continued trust and partnership. I look forward to another year of shared success and meaningful impact.

Sincerly,

Hyrum Grenny
hyrumgrenny@uicharitable.org
UI Charitable Advisors