Archive

Archive

Keep up to date with what we are doing at UI Charitable Advisors.

Archive

Keep up to date with what we are doing at UI Charitable Advisors.

All Resources

All Resources

All Resources

Blog

Renew Capital

Pioneering Impact Investment for Sustainable Development

7/1/24

Blog

Renew Capital

Pioneering Impact Investment for Sustainable Development

7/1/24

Blog

Renew Capital

Pioneering Impact Investment for Sustainable Development

7/1/24

Blog

Outcomes-Based Investment

The New Frontier in Impact Investing

7/1/24

Blog

Outcomes-Based Investment

The New Frontier in Impact Investing

7/1/24

Blog

Outcomes-Based Investment

The New Frontier in Impact Investing

7/1/24

Event

Using DAFs with Your High Net Worth Clients

Hosted by Emily Wetter of Holistiplan and Dan Blake of UI Charitable Advisors

6/21/24

Event

Using DAFs with Your High Net Worth Clients

Hosted by Emily Wetter of Holistiplan and Dan Blake of UI Charitable Advisors

6/21/24

Event

Using DAFs with Your High Net Worth Clients

Hosted by Emily Wetter of Holistiplan and Dan Blake of UI Charitable Advisors

6/21/24

Blog

Inflation-Proofing Your DAF

Strategies to Sustain Value

6/21/24

Blog

Inflation-Proofing Your DAF

Strategies to Sustain Value

6/21/24

Blog

Inflation-Proofing Your DAF

Strategies to Sustain Value

6/21/24

Blog

The 5 Essentials for Donating a Business

6/21/24

Blog

The 5 Essentials for Donating a Business

6/21/24

Blog

The 5 Essentials for Donating a Business

6/21/24

Event

Bike Ride for Magnus

Ride for Your Life Memorial Event

6/13/24

Event

Bike Ride for Magnus

Ride for Your Life Memorial Event

6/13/24

Event

Bike Ride for Magnus

Ride for Your Life Memorial Event

6/13/24

Blog

The Essential Shield

Cybersecurity in the Social Impact Sector

6/13/24

Blog

The Essential Shield

Cybersecurity in the Social Impact Sector

6/13/24

Blog

The Essential Shield

Cybersecurity in the Social Impact Sector

6/13/24

Blog

General Field of Interest Funds

How to Harness the Power

6/13/24

Blog

General Field of Interest Funds

How to Harness the Power

6/13/24

Blog

General Field of Interest Funds

How to Harness the Power

6/13/24

Blog

Creating a Lasting Legacy

UI Legacy Fund

6/5/24

Blog

Creating a Lasting Legacy

UI Legacy Fund

6/5/24

Blog

Creating a Lasting Legacy

UI Legacy Fund

6/5/24

Blog

PORCH Hillsborough

Nourishing Community Connections One Porch at a Time

6/5/24

Blog

PORCH Hillsborough

Nourishing Community Connections One Porch at a Time

6/5/24

Blog

PORCH Hillsborough

Nourishing Community Connections One Porch at a Time

6/5/24

Blog

Navigating UBIT

The Implications of Donating S Corp Shares to Donor-Advised Funds

6/5/24

Blog

Navigating UBIT

The Implications of Donating S Corp Shares to Donor-Advised Funds

6/5/24

Blog

Navigating UBIT

The Implications of Donating S Corp Shares to Donor-Advised Funds

6/5/24

Blog

To DAF or Not to DAF, That Is the Question

Shakespeare's View on Charity

5/24/24

Blog

To DAF or Not to DAF, That Is the Question

Shakespeare's View on Charity

5/24/24

Blog

To DAF or Not to DAF, That Is the Question

Shakespeare's View on Charity

5/24/24

Blog

Donor-Advised Funds and Complex Assets

What Kind of Complex Assets Can Be Contributed?

5/24/24

Blog

Donor-Advised Funds and Complex Assets

What Kind of Complex Assets Can Be Contributed?

5/24/24

Blog

Donor-Advised Funds and Complex Assets

What Kind of Complex Assets Can Be Contributed?

5/24/24

Blog

Demystifying Donor-Advised Funds

What Every Financial Advisor Should Know

5/24/24

Blog

Demystifying Donor-Advised Funds

What Every Financial Advisor Should Know

5/24/24

Blog

Demystifying Donor-Advised Funds

What Every Financial Advisor Should Know

5/24/24

Blog

TradePMR Synergy Conference 2024

Join UI Charitable in Las Vegas at the TradePMR Synergy Conference May 21-23, 2024.

5/17/24

Blog

TradePMR Synergy Conference 2024

Join UI Charitable in Las Vegas at the TradePMR Synergy Conference May 21-23, 2024.

5/17/24

Blog

TradePMR Synergy Conference 2024

Join UI Charitable in Las Vegas at the TradePMR Synergy Conference May 21-23, 2024.

5/17/24

Blog

NAPFA Spring 2024 Conference in Fort Worth, Texas

Join us this week in Fort Worth at the NAPFA Spring Conference

5/9/24

Blog

NAPFA Spring 2024 Conference in Fort Worth, Texas

Join us this week in Fort Worth at the NAPFA Spring Conference

5/9/24

Blog

NAPFA Spring 2024 Conference in Fort Worth, Texas

Join us this week in Fort Worth at the NAPFA Spring Conference

5/9/24

Blog

Supporting the Navajo Nation Through Strategic Philanthropy

5/9/24

Blog

Supporting the Navajo Nation Through Strategic Philanthropy

5/9/24

Blog

Supporting the Navajo Nation Through Strategic Philanthropy

5/9/24

Blog

Transforming Lives

The Remarkable Journey of The Other Side Academy

5/9/24

Blog

Transforming Lives

The Remarkable Journey of The Other Side Academy

5/9/24

Blog

Transforming Lives

The Remarkable Journey of The Other Side Academy

5/9/24

Blog

The Transformative Journey of Impact Investing

Beyond Returns to Making a Difference

5/6/24

Blog

The Transformative Journey of Impact Investing

Beyond Returns to Making a Difference

5/6/24

Blog

The Transformative Journey of Impact Investing

Beyond Returns to Making a Difference

5/6/24

Blog

Program-Related Investments

A Powerful Tool Beyond Foundations

4/23/24

Blog

Program-Related Investments

A Powerful Tool Beyond Foundations

4/23/24

Blog

Program-Related Investments

A Powerful Tool Beyond Foundations

4/23/24

Blog

Understanding Charitable Lead Trusts

Charitable Lead Trusts are a sophisticated philanthropic tool that benefits both charities and donors.

4/23/24

Blog

Understanding Charitable Lead Trusts

Charitable Lead Trusts are a sophisticated philanthropic tool that benefits both charities and donors.

4/23/24

Blog

Understanding Charitable Lead Trusts

Charitable Lead Trusts are a sophisticated philanthropic tool that benefits both charities and donors.

4/23/24

Blog

Empowering Philanthropy

The Products of UI Charitable

4/17/24

Blog

Empowering Philanthropy

The Products of UI Charitable

4/17/24

Blog

Empowering Philanthropy

The Products of UI Charitable

4/17/24

Blog

Revolutionizing Academic Integrity

The Emergence of the Scientific Integrity Fund

4/17/24

Blog

Revolutionizing Academic Integrity

The Emergence of the Scientific Integrity Fund

4/17/24

Blog

Revolutionizing Academic Integrity

The Emergence of the Scientific Integrity Fund

4/17/24

Blog

Can a Commercial Annuity Be Rolled Into a Donor Advised Fund or a Charitable Gift Annuity?

Your Questions Answered

4/17/24

Blog

Can a Commercial Annuity Be Rolled Into a Donor Advised Fund or a Charitable Gift Annuity?

Your Questions Answered

4/17/24

Blog

Can a Commercial Annuity Be Rolled Into a Donor Advised Fund or a Charitable Gift Annuity?

Your Questions Answered

4/17/24

Blog

A Catalyst for Social Innovation

Unpacking Fiscal Sponsorship’s Pre-Approved Grant Relationship

3/26/24

Blog

A Catalyst for Social Innovation

Unpacking Fiscal Sponsorship’s Pre-Approved Grant Relationship

3/26/24

Blog

A Catalyst for Social Innovation

Unpacking Fiscal Sponsorship’s Pre-Approved Grant Relationship

3/26/24

Blog

Navigating Market Volatility

The Strategic Advantage of Donating Venture Capital LP Shares

3/26/24

Blog

Navigating Market Volatility

The Strategic Advantage of Donating Venture Capital LP Shares

3/26/24

Blog

Navigating Market Volatility

The Strategic Advantage of Donating Venture Capital LP Shares

3/26/24

Blog

Leveraging Qualified Charitable Distributions

With Donor-Advised Funds in Estate Planning

3/26/24

Blog

Leveraging Qualified Charitable Distributions

With Donor-Advised Funds in Estate Planning

3/26/24

Blog

Leveraging Qualified Charitable Distributions

With Donor-Advised Funds in Estate Planning

3/26/24

Blog

The Strategic Edge

Donating Oil and Gas Interests to a Donor-Advised Fund

3/15/24

Blog

The Strategic Edge

Donating Oil and Gas Interests to a Donor-Advised Fund

3/15/24

Blog

The Strategic Edge

Donating Oil and Gas Interests to a Donor-Advised Fund

3/15/24

Blog

Maximizing Philanthropic Impact and Tax Benefits

Donating Real Estate to a DAF Before vs. After Sale

3/15/24

Blog

Maximizing Philanthropic Impact and Tax Benefits

Donating Real Estate to a DAF Before vs. After Sale

3/15/24

Blog

Maximizing Philanthropic Impact and Tax Benefits

Donating Real Estate to a DAF Before vs. After Sale

3/15/24

Blog

April 15: Tax Planning Should Include Charitable Vehicles

3/15/24

Blog

April 15: Tax Planning Should Include Charitable Vehicles

3/15/24

Blog

April 15: Tax Planning Should Include Charitable Vehicles

3/15/24

Blog

The Time Value of Charitable Giving

A Cost-Effective Approach to Solving World Problems

3/8/24

Blog

The Time Value of Charitable Giving

A Cost-Effective Approach to Solving World Problems

3/8/24

Blog

The Time Value of Charitable Giving

A Cost-Effective Approach to Solving World Problems

3/8/24

Blog

Navigating the Waters of Complex Assets

Donor-Advised Funds: A Strategic Philanthropic Approach

3/8/24

Blog

Navigating the Waters of Complex Assets

Donor-Advised Funds: A Strategic Philanthropic Approach

3/8/24

Blog

Navigating the Waters of Complex Assets

Donor-Advised Funds: A Strategic Philanthropic Approach

3/8/24

Blog

Fiscal Sponsorships

A Strategic Tool for Fundraising

3/8/24

Blog

Fiscal Sponsorships

A Strategic Tool for Fundraising

3/8/24

Blog

Fiscal Sponsorships

A Strategic Tool for Fundraising

3/8/24

Blog

Three Tax Planning Strategies Involving Donor-Advised Funds

Tax planning is a critical component of comprehensive financial management

2/20/24

Blog

Three Tax Planning Strategies Involving Donor-Advised Funds

Tax planning is a critical component of comprehensive financial management

2/20/24

Blog

Three Tax Planning Strategies Involving Donor-Advised Funds

Tax planning is a critical component of comprehensive financial management

2/20/24

Blog

Donor-Advised Funds

Leveraging Creative Financial Instruments to make Impact Investments

2/16/24

Blog

Donor-Advised Funds

Leveraging Creative Financial Instruments to make Impact Investments

2/16/24

Blog

Donor-Advised Funds

Leveraging Creative Financial Instruments to make Impact Investments

2/16/24

Blog

Unlocking the Future

Why Crypto Owners Should Leverage General Interest Funds to Support open AI Development

2/8/24

Blog

Unlocking the Future

Why Crypto Owners Should Leverage General Interest Funds to Support open AI Development

2/8/24

Blog

Unlocking the Future

Why Crypto Owners Should Leverage General Interest Funds to Support open AI Development

2/8/24

Blog

Understanding the Trend

The Shift from Foundations to Donor-Advised Funds

2/8/24

Blog

Understanding the Trend

The Shift from Foundations to Donor-Advised Funds

2/8/24

Blog

Understanding the Trend

The Shift from Foundations to Donor-Advised Funds

2/8/24

Blog

Integrating Donor-Advised Funds into Custom Indexing

A Strategic Approach to Philanthropy and Investment

2/8/24

Blog

Integrating Donor-Advised Funds into Custom Indexing

A Strategic Approach to Philanthropy and Investment

2/8/24

Blog

Integrating Donor-Advised Funds into Custom Indexing

A Strategic Approach to Philanthropy and Investment

2/8/24

Guide

The CPA's Guide to Donor-Advised Funds

Why CPAs should integrate DAFs into their advisory services and encourage a more philanthropic approach.

1/30/24

Guide

The CPA's Guide to Donor-Advised Funds

Why CPAs should integrate DAFs into their advisory services and encourage a more philanthropic approach.

1/30/24

Guide

The CPA's Guide to Donor-Advised Funds

Why CPAs should integrate DAFs into their advisory services and encourage a more philanthropic approach.

1/30/24

Event

Orion Ascent 2024

Anticipating the Pinnacle of Innovation at Orion Ascent 2024

1/30/24

Event

Orion Ascent 2024

Anticipating the Pinnacle of Innovation at Orion Ascent 2024

1/30/24

Event

Orion Ascent 2024

Anticipating the Pinnacle of Innovation at Orion Ascent 2024

1/30/24

Blog

A Strategic Tool in Estate Planning

Donor-Advised Funds: A Strategic Tool in Estate Planning Amid Changing Exclusion Limits

1/30/24

Blog

A Strategic Tool in Estate Planning

Donor-Advised Funds: A Strategic Tool in Estate Planning Amid Changing Exclusion Limits

1/30/24

Blog

A Strategic Tool in Estate Planning

Donor-Advised Funds: A Strategic Tool in Estate Planning Amid Changing Exclusion Limits

1/30/24

Blog

Love Makes the World Go 'Round

The Power of Charitable Bunching

1/26/24

Blog

Love Makes the World Go 'Round

The Power of Charitable Bunching

1/26/24

Blog

Love Makes the World Go 'Round

The Power of Charitable Bunching

1/26/24