UI Charitable Advisors

Supercharge Your Future Giving

How Bitcoin Appreciation Can Fuel Generosity with a Donor-Advised Fund

5/13/25

Blog

The Psychology of Giving

How Clients Choose Nonprofits to Give to and How the UI Donor-Advised Fund Can Help

5/13/25

Blog

The Annual Charitable Check-Up

A Guide for Financial Advisors

5/13/25

Blog

Honoring Moms with Meaning

Make Mother’s Day Special Through Your Donor-Advised Fund

5/7/25

Event

UI Charitable Advisors to Attend the Future Proof Retreat in May 2025

5/1/25

Blog

Glossary of Philanthropic Vehicles and Tools

Blog

Idle Funds, Urgent Needs

Why Now Is the Time to Activate Your DAF

5/1/25

Blog

May the 4th Be With You

Let the Force of Philanthropy Guide Your Giving

5/1/25

Blog

Why Philanthropy Is the Missing Link in Next-Gen Wealth Planning

Engaging the rising generation through values, legacy, and impact.

5/1/25

Blog

How to Talk to Clients About Values, Not Just Returns

Three questions that help advisors deepen relationships and spark meaningful philanthropy.

5/1/25

Blog

Turning the Sale of a Business into Meaningful Philanthropy

How four business partners used Donor-Advised Funds to unlock impact and reduce tax exposure.

5/1/25

Blog

3 Ways to Use Donor-Advised Funds for Year-Round Client Engagement

Go beyond tax season and deepen your client relationships through meaningful philanthropy.

5/1/25

Blog

Tuxes, Tiaras, and Tax Deductions

What Prom Season Can Teach Us About Donor-Advised Funds

4/25/25

Blog

Utah Valley University Business & Economic Forum 2025

Announcing UI Charitable as Featured Speaker

Blog

Why Earth Day 2025 Matters to UI Charitable

Investing in a Sustainable Future

4/25/25

Blog

Tee Off for a Cause

Experience the 2025 U.S. Open & Empower Entrepreneurs with Secretsos

4/15/25

Blog

Tax Day 2025

Why Financial Advisors Should Embrace Philanthropic Planning

4/15/25

Blog

Announcing UI Charitable’s Sponsorship of “Sharing Aloha: The Movie”

4/15/25

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Unlocking the Power of Complex Donations for Nonprofits

4/15/25

Blog

April Showers Bring May Flowers

Sowing the Seeds for Strategic Philanthropy

Blog

Next-Gen Wealth & Purpose

Charitable Giving with Asset-Map, Orion, and UI Charitable Advisors

4/9/25

Blog

Invest in Redemption

A Collateralized Impact Opportunity with The Other Side Academy

4/2/25

Blog

How to Use Your Donor-Advised Fund to Help Victims of the Earthquake in Myanmar

4/2/25

Blog

How to Assess a Donor-Advised Fund Provider’s Digital Asset Expertise

3/25/25

Blog

Opening Day: What Baseball and Donor-Advised Funds Have in Common

And why it’s the perfect season to start planning your legacy

4/2/25

Blog

Navigating Cryptocurrency & Bitcoin in Financial Planning with Jessy Gilger

Upcoming Webinar

3/25/25

Blog

Bitcoin and Philanthropy

Unlocking Trapped Wealth with a Donor-Advised Fund

3/25/25

Blog

University Impact’s Fiscal Sponsorship of the Lalonde Family Initiative

Empowering Communities Through Compassionate Giving

3/18/25

Blog

Unlocking the Power of Complex or Highly Appreciated Assets for Charitable Giving

3/18/25

Blog

Picking Your Cryptocurrency Like You Pick Your Favorite Basketball Team

3/12/25

Blog

University Impact’s Fiscal Sponsorship of the Global Autism Coalition

Advancing Inclusion and Support

3/12/25

Blog

March Madness and Donor-Advised Funds

Winning Strategies for Financial Advisors

3/12/25

Blog

UI Charitable Advisors Sponsors NAEPC Webinar

On Adequate Disclosure for Gift Tax Returns

3/4/25

Blog

Impact Investment Group Presenting: TOSA

The Other Side Academy

3/4/25

Blog

Proudly Announcing UI Charitable’s Fiscal Sponsorship of Secretsos™

3/4/25

Blog

Impact Investment Group Presenting: Renew Capital

The Future of Philanthropy - Moving from Giving to Impact Investing

3/4/25

Blog

How AI is Expected to Change Financial Planning

The Future is Now

2/26/25

Blog

It’s Not a Leap Year—

But It’s Time to Take the Leap with Donor-Advised Funds

2/26/25

Blog

Defying Gravity

Elevating Your Giving with Donor-Advised Funds

2/26/25

Blog

Federal Grant Freezes

A Call to Action for Financial Advisors and Their Clients

2/21/25

Blog

Checklist for Financial Advisors

Leveraging Donor-Advised Funds in Estate Planning

2/19/25

Blog

Top Misconceptions About Donor-Advised Funds

Debunking the Myths

2/18/25

Blog

Ask Not What Your Country Can Do for You

Honoring President’s Day with a Spirit of Service

2/17/25

Blog

A Valentine’s Day Reminder for Financial Advisors

Encourage Clients to Share the Love Through their UI DAF

2/11/25

Blog

Show Your Love This Valentine’s Day with the UI Donor-Advised Fund

2/11/25

Blog

Comparison: UI DAF vs. Fidelity Charitable vs. Schwab Charitable

2/11/25

Blog

What Is a Supporting Organization in the Nonprofit World?

2/5/25

Blog

How Can Donors Use “Cost Per Outcome” to Guide Their Grant Choices?

2/5/25

Blog

The Importance of Establishing a Succession Plan for a Donor-Advised Fund

1/28/25

Blog

Why You Should Only Ever Donate Appreciated Assets to Donor-Advised Funds

1/28/25

Blog

Letter from Hyrum Grenny, Director of Partnerships

UI Charitable Advisors 2025

1/21/25

Event

UI Charitable: Proud Sponsor of the Orion Ascent 2025 Conference

Orion Ascent 2025

1/14/25

Blog

NIMCRUT vs. Reverse NIMCRUT

Understanding the Differences

1/14/25

Blog

Supporting Emergency Funds for Rapid Response

1/14/25

Blog

How to Help Los Angeles Fire Victims

A Guide to Supporting Recovery Efforts

1/10/25

Webinar

UI Charitable and Savology Webinar

New Year, New Financial Tools

1/9/25

Blog

"Really? I can use my UI Donor-Advised Fund for that?"

1/8/25

Blog

Honoring Dr. Martin Luther King Jr.

A Shared Vision of Justice and Equity

1/8/25

Blog

What Is an Impact Report, and Why Is It Crucial for Nonprofits?

12/30/24

Blog

The Year of the Snake

Lessons for Philanthropy and Charitable Giving

12/30/24

Blog

Foundations Beware

Double-Check Personal Information in Form 990s

12/30/24

Blog

Seasons Greetings from UI Charitable

12/23/24

Blog

Sharing the Wealth

How to Donate Bitcoin to Charity Using a Donor-Advised Fund

12/23/24

Blog

Using a Donor-Advised Fund to Offset Roth IRA Conversion Taxes

12/23/24

Blog

Why Should Bitcoin Owners Consider Opening a UI Donor-Advised Fund Before Year-End?

12/19/24

Blog

Understanding Common Management KPIs for Nonprofits

KPIs for Nonprofits

1/6/25

Blog

Leveraging Donor-Advised Funds in Venture Capital

Strategies for Firms and Investors

12/19/24

Blog

The Year-End Advantage

Why You Should Open a Donor-Advised Fund Now

12/19/24