Donor-Advised Funds
Donor-Advised Funds
Donor-Advised Funds are one of the fastest growing philanthropic tools because of their flexibility in what contributions it can accept, how it can be managed and how it may be distributed.
Donor-Advised Funds are one of the fastest growing philanthropic tools because of their flexibility in what contributions it can accept, how it can be managed and how it may be distributed.
THE DEFINITION
What is a Donor-Advised
Fund?
What is a Donor-
Advised Fund?
A Donor-Advised Fund, or a DAF, is a "giving account"
established at a public charity.
DAFs are one of today's fastest-growing philanthropic
vehicles because they are easy to manage and cost-
efficient.
A Donor-Advised Fund, or a DAF, is a "giving
account" established at a public charity.
DAFs are one of today's fastest-growing
philanthropictools due to their low costs and
simplicity in management
Our Process
Our Process
When a UI Donor-Advised
Fund is Established
1
Income Tax
Deduction
Income Tax
Deduction
When assets are contributed, they
generate an immediate income tax
deduction.
When assets are contributed,
they generate an immediate
income tax deduction.
2
Efficient Asset
Management
Efficient Asset
Management
The contributed funds can be
invested for tax-free growth
The contributed funds can be
invested for tax-free growth
3
Flexible Grant
Opportunities
Flexible Grant
Opportunities
Donors can recommend direct gifts
or make impact investments from
the UI DAF.
Donors can recommend direct
gifts or make impact
investments from the UI DAF.
WHAT WE DO
WHAT WE DO
University Impact and the UI DAF
University Impact and the UI DAF
University Impact (UI) is a 501(c)(3) public charity that sponsors the UI DAF and helps donors expand their impact. Donors can make grants, recoverable grants, credit guarantees, loans, or equity investments out of their DAFs to support worthy organizations.
University Impact (UI) is a 501(c)(3) public charity that sponsors the UI DAF and helps donors expand their impact. Donors can make grants, recoverable grants, credit guarantees, loans, or equity investments out of their DAFs to support worthy organizations.
Donate a Wide Variety
Of Assets.
Donate a Wide Variety
Of Assets.
Donate a Wide Variety
Of Assets.
Donors can donate cash, marketable
securities, or more complex assets,
such as private business interests,
cryptocurrency, or real estate to their
UI DAF.
Donors can choose to donate cash, stocks,
or non-publicly traded assets such as private
business interests, cryptocurrency, and
real estate to their DAF through a simple
and streamlined process.
Donors can choose to donate cash, stocks,
or non-publicly traded assets such as private
business interests, cryptocurrency, and real
estate to their DAF through a simple and
streamlined process.
Open Architecture for
DAF Management
Open Architecture for
DAF Management
Open Architecture for
DAF Management
Regardless of the amount in a UI DAF,
it can be managed by the preferred
financial advisor and held at the
preferred custodian. It allows the DAF
account to be managed consistently
with the rest of an investment portfolio.
Regardless of the amount in your DAF, you
can select your preferred financial advisor,
custodian, brokerage account, and
investment strategies. This allows the DAF
account to be managed in the same way as
your other investments.
Regardless of the amount in your DAF, you
can select your preferred financial advisor,
custodian, brokerage account, and
investment strategies. This allows the DAF
account to be managed in the same way as
your other investments.
Amplify Philanthropic
Support
Amplify Philanthropic
Support
Amplify Philanthropic
Support
Most DAFs limit donors to giving grants to
US-based nonprofits. The UI DAF allows
donors to support all types of social impact
organizations, whether they are domestic or
international, and regardless of legal
structure (nonprofit, for-profit,
governmental, and hybrid organizations).
Most DAFs unnecessarily limit donors to only
giving grants to US-based nonprofits. The UI
DAF allows donors to support all types of social
impact organizations, whether they are domestic
or international, and regardless of legal structure
(nonprofit, for-profit, governmental, and hybrid
organizations).
Most DAFs unnecessarily limit donors to only
giving grants to US-based nonprofits. The UI
DAF allows donors to support all types of social
impact organizations, whether they are
domestic or international, and regardless of
legal structure (nonprofit, for-profit,
governmental, and hybrid organizations).
USER EXPERIENCE
USER EXPERIENCE
Online Donor Portal
Online Donor Portal
Make grant requests
Make grant requests
Track giving history
Track giving history
Manage charitable documentation
Manage charitable documentation
Add users to the DAF account
Add users to the DAF account
Create and update the succession plan
Create and update the succession plan
Donor-Advised
Funds
Donor-Advised Funds are one of the fastest growing philanthropic tools of the past decade,
due to the flexibility allowed in contributing to it, managing funds in it, and in distributing it to charitable causes.
USER EXPERIENCE
Online Donor Portal
Make grant requests
Track giving history
Manage charitable documentation
Add users to the DAF account
Create and update the succession
plan
1
Income Tax Deduction
When assets are contributed, they generate
an immediate income tax deduction.
2
Efficient Asset Management
The contributed funds can be
invested for tax-free growth
3
Flexible Grant Opportunities
You can recommend grants and
impact investments from the DAF
WHAT WE DO
University Impact
and the UI DAF
University Impact (UI) is a 501(c)(3) public charity that sponsors the UI DAF, helping donors create the most impact with their charitable giving while creating the next generation of social impact leaders.Donors can make grants, recoverable grants, credit guarantees, loans, or equity investments to support these organizations.
OUR PROCESS
When a UI Donor-Advised
Fund is Established
THE BENEFITS
What is a Donor-
Advised Fund?
Donors contribute to General Field of
Interest Funds for their flexibility, and
expert management, offering a simplified
and collaborative way to make a meaningful
difference in areas they are passionate
about.