Webinars
Webinars
Keep up to date with what we are
doing at UI Charitable Advisors.
Webinars
Keep up to date with what we are doing at UI Charitable Advisors.
WEBINAR
Why Use Donor-Advised
Funds in Estate Planning?
Sept 10, 2024
WEBINAR
New Year's Resolution:
Discuss Philanthropy with
Clients
Jan 3, 2024
WEBINAR
Using DAFs With Your High
Net Worth Clients
Jun 27, 2024
VIDEOS
VIDEOS
Short Tutorials
Short Tutorials
Quick explanations of charitable strategies and products
Facts, insight and impactful stories that will
inform and inspire.
TUTORIAL
TUTORIAL
What is a Donor-Advised
Fund?
What is a Donor-Advised
Fund?
TUTORIAL
TUTORIAL
Charitable Bunching
Case Study
Charitable Bunching
Case Study
TUTORIAL
TUTORIAL
Donating Private
Business Interests
Donating Private
Business Interests
Short Tutorials
Quick explanations of charitable strategies and products
MEDIA