For Advisors
Our aim is to make philanthropy and impact investing easy and accessible so advisors can manage charitable assets with extreme flexibility.
Our aim is to make philanthropy and impact investing easy and accessible so advisors can manage charitable assets with extreme flexibility.
Our aim is to make philanthropy and impact investing easy and accessible so advisors can manage charitable assets with extreme flexibility.
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.
Offer Your Clients Extreme Flexibility
Funding the DAF will depend on the type of asset you would like to donate. For the most common scenarios click here. For inquiries into all other assets, please email support@uicharitable.org
Achieve Greater Financial Success
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.
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
Maintain Charitable Asset Oversight
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
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
References for
Advisors:
Advisor FAQ
What is a Donor-Advised Fund (DAF)?
What is a Donor-Advised Fund (DAF)?
What is a Donor-Advised Fund (DAF)?
What are the tax benefits of a Donor-Advised Fund?
What are the tax benefits of a Donor-Advised Fund?
What are the tax benefits of a Donor-Advised Fund?
How is the UI DAF different from other DAFs?
How is the UI DAF different from other DAFs?
How is the UI DAF different from other DAFs?
What organizations can my clients support through their DAF?
What organizations can my clients support through their DAF?
What organizations can my clients support through their DAF?
What are the advantages of a UI DAF vs a private foundation?
What are the advantages of a UI DAF vs a private foundation?
What are the advantages of a UI DAF vs a private foundation?
Is there a minimum contribution required to establish a UI DAF?
Is there a minimum contribution required to establish a UI DAF?
Is there a minimum contribution required to establish a UI DAF?
Are there minimum activity requirements for the UI DAF?
Are there minimum activity requirements for the UI DAF?
Are there minimum activity requirements for the UI DAF?
What types of clients do UI Charitable Advisors work with?
What types of clients do UI Charitable Advisors work with?
What types of clients do UI Charitable Advisors work with?
How long does it take to set up a UI DAF?
How long does it take to set up a UI DAF?
How long does it take to set up a UI DAF?
Can a client transfer an existing DAF to a new UI DAF?
Can a client transfer an existing DAF to a new UI DAF?
Can a client transfer an existing DAF to a new UI DAF?
Where can I custody my clients’ UI DAFs?
Where can I custody my clients’ UI DAFs?
Where can I custody my clients’ UI DAFs?
Do you offer training for talking to clients about the UI DAF?
Do you offer training for talking to clients about the UI DAF?