UI Charitable is delighted to announce our sponsorship of the Orion Ascent 2025 Conference, taking place this February 3-6, 2025 in Orlando, Florida. This premier event gathers forward-thinking financial advisors, trusted wealth managers and AdvisorTech industry leaders to explore innovative solutions for driving success. As a sponsor, UI Charitable is proud to contribute to this dynamic platform where impactful ideas and meaningful connections come to life.

Transforming Philanthropy with Orion Connect Integration

At UI Charitable, we are committed to making philanthropy accessible, efficient, and impactful. Our integration with Orion Connect reflects this commitment, offering financial advisors and their clients a seamless way to manage and elevate charitable giving. Key features of the integration include:

• Single Sign-On Access
  No need to juggle multiple platforms—UI Charitable integrates directly into Orion Connect, enabling users to log in effortlessly and focus on their philanthropic goals.

• Streamlined Dashboard
  With an intuitive interface, the UI Charitable dashboard within Orion Connect provides advisors with a clear and comprehensive view of their Donor-Advised Funds. Monitor balances, review grants, and track giving history, all from a single platform.

• Simplified Donor-Advised Fund Setup
  Opening a Donor-Advised Fund (DAF) has never been easier. UI Charitable has streamlined the process, empowering advisors and their clients to establish their DAFs quickly and start making an impact immediately.

What to Expect at Orion Ascent 2025

The Orion Ascent Conference is more than just an event; it is an opportunity to connect, inspire and be inspired. UI Charitable will be located at Kiosk #4 and we look forward to having the opportunity to discuss how to integrate Donor-Advised Funds into your business.

A Shared Vision for Impactful Giving

At UI Charitable, we believe in the transformative power of philanthropy. By sponsoring Orion Ascent 2025, we reaffirm our dedication to equipping advisors and donors with tools that simplify giving and amplify impact. Our integration with Orion Connect bridges the gap between wealth and purpose, enabling financial professionals to guide their clients toward meaningful, strategic philanthropy.

Questions? Comments? Let us know here!