INTIGRATION
How Does a Private-Labeled Donor-Advised Fund Work?
UI Charitable manages all of the administrative, legal, and technical aspects of your firm’s branded Donor-Advised Fund. UI Charitable will assist in developing materials explaining the DAF to both advisors and clients. In addition, UI will manage contributions and administer grant requests.
Private-Labeled Donor-Advised Fund
Private-Labeled Donor-Advised Fund
UI Charitable offers private-labeled philanthropic services for financial advisors who would like to incorporate branded charitable vehicles into their business.
UI Charitable offers private-labeled philanthropic services for financial advisors who would like to incorporate branded charitable vehicles into their business.
THE DEFINITION
What is a Private-Labeled
Donor-Advised Fund?
What is a Donor-
Advised Fund?
The UI private-labeled Donor-Advised Fund (DAF)
provides a firm with the ability to offer this flexible
charitable vehicle under its own brand, without
the expense of setting up or administering the
program itself.
A private-labeled DAF program is an opportunity for a
firm to offer the charitable giving vehicle without the
infrastructure or expertise to manage it.
The UI private-labeled Donor-Advised Fund
(DAF) provides a firm with the ability to offer
charitable vehicles under its own brand, without
the expense of setting up or administering the
program itself.
A private-labeled DAF program is an opportunity
for a firm to offer the charitable giving vehicle
without the infrastructure or expertise to
manage it.
Benefits
Private Labeled Donor-Advised Fund
Philanthropic Back Office
Strategic Partnership
Easy Integration
Grant Flexibility, Domestic and International
Consistent Management of Portfolio
Intigration
Intigration
How Does a Private-Labeled
Donor-Advised Fund Work?
UI Charitable manages all of the administrative, legal, and technical aspects of your firm’s branded Donor-Advised Fund. UI Charitable will assist in developing materials explaining the DAF to both advisors and clients. In addition, UI will manage contributions and administer grant requests.
UI Charitable manages all of the administrative, legal, and technical aspects of your firm’s branded Donor-Advised Fund. UI Charitable will assist in developing materials explaining the DAF to both advisors and clients. In addition, UI will manage contributions and administer grant requests.
Customizable Portal
Customizable Portal
Customizable Portal
UI provides a private-labeled DAF service, including a portal with customizable features.
UI provides a private-labeled DAF service, including a portal with customizable features.
UI provides a private-labeled DAF service, including a portal with customizable features.
Administration
Administration
Administration
UI oversees the administrative aspects of the Donor-Advised Fund.
UI oversees the administrative aspects of the Donor-Advised Fund.
UI oversees the administrative aspects of the Donor-Advised Fund.
Management
Management
Management
The financial advisor continues to manage the account.
The financial advisor continues to manage the account.
The financial advisor continues to manage the account.
Contributions
Contributions
Contributions
Donors can contribute a wide range of assets.
Donors can contribute a wide range of
assets
Donors can contribute a wide range of assets.
Benefits
Benefits
Private Labeled
Donor-Advised Fund
Private Labeled
Donor-Advised Fund
Philanthropic Back Office
Philanthropic Back Office
Strategic Partnership
Strategic Partnership
Easy Integration
Easy Integration
Grant Flexibility, Domestic and International
Grant Flexibility, Domestic and International
Consistent Management of Portfolio
Consistent Management of Portfolio
Private-Labeled Donor-Advised Fund
UI Charitable offers private-labeled philanthropic services for financial advisors who would like to incorporate branded charitable vehicles into their business.
the Definition
What is a Donor-Advised Fund?
The UI private-labeled Donor-Advised Fund
(DAF) provides a firm with the ability to offer
charitable vehicles under its own brand, without
the expense of setting up or administering the
program itself.
A private-labeled DAF program is an opportunity
for a firm to offer the charitable giving vehicle
without the infrastructure or expertise to
manage it.