The UI Trust

The UI Trust

The UI Trust

At University Impact, we believe in providing donors with innovative and effective ways to support meaningful causes. That is why we established UI Trust—a 501(c)(3) charitable trust designed to accept S-corporation (S-corp) stock donations in a tax-efficient and impactful way.

At University Impact, we believe in providing donors with innovative and effective ways to support meaningful causes. That is why we established UI Trust—a 501(c)(3) charitable trust designed to accept S-corporation (S-corp) stock donations in a tax-efficient and impactful way.

At University Impact, we believe in providing donors with innovative and effective ways to support meaningful causes. That is why we established UI Trust—a 501(c)(3) charitable trust designed to accept S-corporation (S-corp) stock donations in a tax-efficient and impactful way.

about us

about us

about us

Why the UI Trust for S-Corp Donations?

Why the UI Trust for S-Corp Donations?

Why the UI Trust for S-Corp Donations?

S-corp shareholders often face significant tax and structural challenges when donating their shares to traditional nonprofits. To overcome these barriers, UI Trust was created to:

S-corp shareholders often face significant tax and structural challenges when donating their shares to traditional nonprofits. To overcome these barriers, UI Trust was created to:

S-corp shareholders often face significant tax and structural challenges when donating their shares to traditional nonprofits. To overcome these barriers, UI Trust was created to:

Facilitate Tax-Advantaged Giving

Facilitate Tax-Advantaged Giving

Facilitate Tax-Advantaged Giving

Directly donating S-corp stock to a nonprofit can trigger certain tax consequences. UI Trust is structured to accept these assets while maximizing tax benefits for donors.

Directly donating S-corp stock to a nonprofit can trigger certain tax consequences. UI Trust is structured to accept these assets while maximizing tax benefits for donors.

Directly donating S-corp stock to a nonprofit can trigger certain tax consequences. UI Trust is structured to accept these assets while maximizing tax benefits for donors.

Preserve Business Continuity

Preserve Business Continuity

Preserve Business Continuity

Many business owners want to support charitable causes while ensuring their company’s operations remain stable. UI Trust allows for seamless transitions without disrupting business performance.

Many business owners want to support charitable causes while ensuring their company’s operations remain stable. UI Trust allows for seamless transitions without disrupting business performance.

Many business owners want to support charitable causes while ensuring their company’s operations remain stable. UI Trust allows for seamless transitions without disrupting business performance.

Maximize Charitable Impact

Maximize Charitable Impact

Maximize Charitable Impact

By managing and liquidating S-corp assets strategically, UI Trust ensures that proceeds go directly to funding high-impact social enterprises, nonprofit initiatives, and community-driven projects.

By managing and liquidating S-corp assets strategically, UI Trust ensures that proceeds go directly to funding high-impact social enterprises, nonprofit initiatives, and community-driven projects.

By managing and liquidating S-corp assets strategically, UI Trust ensures that proceeds go directly to funding high-impact social enterprises, nonprofit initiatives, and community-driven projects.

Align with Your Philanthropic Goals

Align with Your Philanthropic Goals

Align with Your Philanthropic Goals

Whether you are interested in funding a University Impact’s Donor Advised Fund (UI DAF), General Field of Interest Funds, Community Funds, or Fiscal Sponsorships, UI Trust provides a direct pathway to turning business success into lasting social good.

Whether you are interested in funding a University Impact’s Donor Advised Fund (UI DAF), General Field of Interest Funds, Community Funds, or Fiscal Sponsorships, UI Trust provides a direct pathway to turning business success into lasting social good.

Whether you are interested in funding a University Impact’s Donor Advised Fund (UI DAF), General Field of Interest Funds, Community Funds, or Fiscal Sponsorships, UI Trust provides a direct pathway to turning business success into lasting social good.

Our Process

Our Process

Our Process

How it Works

How it Works

How it Works

Enabling strategic philanthropy through S-Corp Donations

Donate Your S-Corp Stock

Work with our team to transfer shares into the UI Trust, ensuring compliance with IRS regulations and tax efficiency.

Donate Your S-Corp Stock

Work with our team to transfer shares into the UI Trust, ensuring compliance with IRS regulations and tax efficiency.

Donate Your S-Corp Stock

Work with our team to transfer shares into the UI Trust, ensuring compliance with IRS regulations and tax efficiency.

Strategic Management & Liquidation

UI Trust receives and, when appropriate, liquidates S-corp shares to preserve value while minimizing tax liabilities.

Strategic Management & Liquidation

UI Trust receives and, when appropriate, liquidates S-corp shares to preserve value while minimizing tax liabilities.

Strategic Management & Liquidation

UI Trust receives and, when appropriate, liquidates S-corp shares to preserve value while minimizing tax liabilities.

Fund High-Impact Causes

Proceeds from donated assets are directed to the charitable initiatives that matter most to you, creating sustainable, long-term impact.

Fund High-Impact Causes

Proceeds from donated assets are directed to the charitable initiatives that matter most to you, creating sustainable, long-term impact.

Fund High-Impact Causes

Proceeds from donated assets are directed to the charitable initiatives that matter most to you, creating sustainable, long-term impact.

Why us?

Partner with University

Impact for Smarter Giving

Partner with

University Impact

for Smarter Giving

UI Trust provides business owners with a powerful tool to

integrate philanthropy into their legacy while optimizing tax

benefits. If you are considering donating S-corp stock, we are

here to guide you through the process and help maximize the

impact of your generosity.

UI Trust provides business owners with a

powerful tool to integrate philanthropy into

their legacy while optimizing tax benefits. If

you are considering donating S-corp stock,

we are here to guide you through the process

and help maximize the impact of your

generosity.

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018

THE BENEFITS

Partner with University

Impact for Smarter

Giving

UI Trust provides business owners with a

powerful tool to integrate philanthropy into

their legacy while optimizing tax benefits. If

you are considering donating S-corp stock,

we are here to guide you through the process

and help maximize the impact of your

generosity.