For Advisors
For Advisors
For Advisors
Our aim is to make incorporating philanthropic vehicles into client portfolios easy and accessible so that advisors can continue to manage the assets.
Our aim is to make incorporating philanthropic vehicles into client portfolios easy and accessible so that advisors can continue to manage the assets.
Our aim is to make incorporating philanthropic vehicles into client portfolios easy and accessible so that advisors can continue to manage the assets.
OUR PRODUCTS
What We Provide
What We Provide
UI Charitable aligns with financial advisors to provide flexible charitable tools that can be effortlessly incorporated into client portfolios.
UI Charitable aligns with financial advisors to provide flexible charitable tools that can be effortlessly incorporated into client portfolios.
Achieve Greater Financial Success
Research has shown that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction.
Achieve Greater Financial Success
Research has shown that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction.
Maintain Charitable Asset Oversight
Through the UI platform, investment advisors, whether fee-only or commission-based, oversee the charitable funds in their asset pool, offering greater transparency and control of portfolios under management.
Maintain Charitable Asset Oversight
Through the UI platform, investment advisors, whether fee-only or commission-based, oversee the charitable funds in their asset pool, offering greater transparency and control of portfolios under management.
Offers Donors Flexibility
The UI DAF accepts cash and marketable securities, as well as more complex assets including alt investments, private business interests, real estate and cryptocurrency.
Offers Donors Flexibility
The UI DAF accepts cash and marketable securities, as well as more complex assets including alt investments, private business interests, real estate and cryptocurrency.
OUR PRODUCTS
OUR REFERENCES
OUR REFERENCES
OUR REFERENCES
References For Advisors
References For Advisors
References For
Advisors
FAQ's
FAQ's
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked
Questions
What is a DAF?
What are the tax benefits of a DAF?
How is the UI DAF different from other DAFs?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing DAF to a new UI DAF?
Where can I custody my clients’ UI DAFs?
What is a DAF?
What are the tax benefits of a DAF?
How is the UI DAF different from other DAFs?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing DAF to a new UI DAF?
Where can I custody my clients’ UI DAFs?
What is a DAF?
What are the tax benefits of a DAF?
How is the UI DAF different from other DAFs?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing DAF to a new UI DAF?
Where can I custody my clients’ UI DAFs?
What organization can my clients support through their DAF?
What are the advantages of a UI DAF vs a private foundation?
Is there a minimum contribution required to establish a UI DAF?
Are there minimum activity requirements for the UI DAF?
How long does it take to set up a UI DAF
What organization can my clients support through their DAF?
What are the advantages of a UI DAF vs a private foundation?
Is there a minimum contribution required to establish a UI DAF?
Are there minimum activity requirements for the UI DAF?
How long does it take to set up a UI DAF
What organization can my clients support through their DAF?
What are the advantages of a UI DAF vs a private foundation?
Is there a minimum contribution required to establish a UI DAF?
Are there minimum activity requirements for the UI DAF?
How long does it take to set up a UI DAF
What We Provide
UI Charitable aligns with financial advisors to provide flexible charitable tools that can be effortlessly incorporated into client portfolios.
OUR PRODUCTS
Achieve Greater Financial Success
Research demonstrates that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction research.
Achieve Greater Financial Success
Research demonstrates that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction research.
Maintain Charitable Asset Oversight
Through our platform, investment advisors, whether fee-only or fee-based, maintain charitable funds within their entire asset pool, providing greater connection and success for the advisor.
Maintain Charitable Asset Oversight
Through our platform, investment advisors, whether fee-only or fee-based, maintain charitable funds within their entire asset pool, providing greater connection and success for the advisor.
Offer Your Clients Extreme Flexibility
Funding the DAF will depend on the type of asset your clients would like to donate. For the most common scenarios click here. For inquiries into all other assets, please email support@uicharitable.org
Offer Your Clients Extreme Flexibility
Funding the DAF will depend on the type of asset your clients would like to donate. For the most common scenarios click here. For inquiries into all other assets, please email support@uicharitable.org
