Orion x
UI Charitable
Orion x
UI Charitable
UI Charitable and Orion partner to make tax-efficient giving and impact investing seamless—so advisors can manage all charitable assets with unmatched flexibility.
UI Charitable and Orion partner to make tax-efficient giving and impact investing seamless—so advisors can manage all charitable assets with unmatched flexibility.
UI Charitable and Orion partner to make tax-efficient giving and impact investing seamless—so advisors can manage all charitable assets with unmatched flexibility.
OUR PRODUCTS
OUR PRODUCTS
What We Provide
What We Provide
UI Charitable partners with Orion advisors to integrate charitable tools directly into client portfolios—simplifying tax-efficient giving and expanding what clients can fund.
UI Charitable partners with Orion advisors to integrate charitable tools directly into client portfolios—simplifying tax-efficient giving and expanding what clients can fund.
Achieve Greater Financial Success
Advisors who align financial and philanthropic goals retain clients longer and see higher satisfaction across their practice.
Achieve Greater Financial Success
Advisors who align financial and philanthropic goals retain clients longer and see higher satisfaction across their practice.
Maintain Charitable Asset Oversight
Gain full visibility across client accounts. The advisor view centralizes charitable funds, offering transparency and control from one dashboard.
Maintain Charitable Asset Oversight
Gain full visibility across client accounts. The advisor view centralizes charitable funds, offering transparency and control from one dashboard.
Offer Your Clients Extreme Flexibility
Help clients maximize tax advantages by accepting virtually any asset—crypto, private stock, or real estate—and funding a wider range of charitable projects.
Offer Your Clients Extreme Flexibility
Help clients maximize tax advantages by accepting virtually any asset—crypto, private stock, or real estate—and funding a wider range of charitable projects.
ORION RESOURCES
WEBINAR
WEBINAR
3 Strategies for Tax-Efficient Giving
3 Strategies for Tax-Efficient Giving
Learn how to maximize your client's philanthropic impact while optimizing tax benefits in this webinar. Understand the untapped potential of pairing Donor-Advised Funds (DAFs) with Orion Custom Indexing, charitable bunching, and gifting private business equity
Learn how to maximize your client's philanthropic impact while optimizing tax benefits in this webinar. Understand the untapped potential of pairing Donor-Advised Funds (DAFs) with Orion Custom Indexing, charitable bunching, and gifting private business equity
WHITEPAPER
WHITEPAPER
Combining Direct Indexing With Charitable Giving
Combining Direct Indexing With Charitable Giving
Explore the benefits of combining direct indexing with a Donor-Advised Fund to maximize tax benefits and compliment overall portfolio strategy
OUR REFERENCES
LEARN MORE
Advisor Resources
References For
Advisors
Advisor Resources
FAQ's
Frequently Asked Questions
Frequently Asked
Questions
Frequently Asked
Questions
What is a Donor-Advised Fund?
What are the tax benefits of a Donor-Advised Fund?
How is the UI Donor-Advised Fund different from other Donor-Advised Fund's?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing Donor-Advised Fund to a new UI Donor-Advised Fund?
Where can I custody my clients’ UI Donor-Advised Fund's?
What is a Donor-Advised Fund?
What are the tax benefits of a Donor-Advised Fund?
How is the UI Donor-Advised Fund different from other Donor-Advised Fund's?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing Donor-Advised Fund to a new UI Donor-Advised Fund?
Where can I custody my clients’ UI Donor-Advised Fund's?
What is a Donor-Advised Fund?
What are the tax benefits of a Donor-Advised Fund?
How is the UI Donor-Advised Fund different from other Donor-Advised Fund's?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing Donor-Advised Fund to a new UI Donor-Advised Fund?
Where can I custody my clients’ UI Donor-Advised Fund's?
What organizations can my clients support through their Donor-Advised Fund?
What are the advantages of a UI Donor-Advised Fund vs a private foundation?
Is there a minimum contribution required to establish a UI Donor-Advised Fund?
Are there minimum activity requirements for the UI Donor-Advised Fund?
How long does it take to set up a UI Donor-Advised Fund?
What organizations can my clients support through their Donor-Advised Fund?
What are the advantages of a UI Donor-Advised Fund vs a private foundation?
Is there a minimum contribution required to establish a UI Donor-Advised Fund?
Are there minimum activity requirements for the UI Donor-Advised Fund?
How long does it take to set up a UI Donor-Advised Fund?
What organizations can my clients support through their Donor-Advised Fund?
What are the advantages of a UI Donor-Advised Fund vs a private foundation?
Is there a minimum contribution required to establish a UI Donor-Advised Fund?
Are there minimum activity requirements for the UI Donor-Advised Fund?
How long does it take to set up a UI Donor-Advised Fund?
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
WEBINAR
3 Strategies for Tax-Efficient Giving
Learn how to maximize your client's philanthropic impact while optimizing tax benefits in this webinar. Understand the untapped potential of pairing Donor-Advised Funds (DAFs) with Orion Custom Indexing, charitable bunching, and gifting private business equity
WHITEPAPER
Combining Direct Indexing With Charitable Giving
Explore the benefits of combining direct indexing with a Donor-Advised Fund to maximize tax benefits and compliment overall portfolio strategy
OUR REFERENCES
What We Provide
UI Charitable partners with Orion advisors to integrate charitable tools directly into client portfolios—simplifying tax-efficient giving and expanding what clients can fund.
OUR PRODUCTS