UI Charitable | Accelerate and Elevate Philanthropy

Donor-Advised Fund Tax Deduction Limits: Here's What You Need to Know

Many donors don't learn their charitable deduction has a ceiling until they hit it. Here's how the annual limits work, what changed in 2026, and what to do with a gift that goes over.

10/7/26

When Is a Donor-Advised Fund the Right Fit?

A guide for individuals and their financial advisors on when a DAF works well and when an alternative is a better option.

9/17/26

Phoenix Hafen Talks Tax-Smart Giving on the Alt Funds Podcast

Phoenix Hafen, Director of Advisor Solutions at UI Charitable, recently sat down with host Skyler Steinke on the Alt Funds podcast to talk through how donors, founders, and fund managers can use charitable planning to make their giving go further.

9/14/26

A Conversation on Wealth Strategy Secrets of the Ultra Wealthy

UI Charitable is thrilled to share Phoenix Hafen's recent appearance on Wealth Strategy Secrets of the Ultra Wealthy.

9/10/26

Dolly Parton: A Rhinestone Legacy, Rooted in the Smokies

She wrote her way out of a one-room cabin in the Smoky Mountains and into the heart of American culture and then spent the rest of her life sending the ladder back down for everyone else.

8/27/26

Charitable Planning for Business Exits: A Conversation on The Exit

UI Charitable is thrilled to share Phoenix Hafen's recent appearance on The Exit

8/24/26

How to Choose the Right Charitable Vehicle for Your Giving Goals

Compare donor-advised funds, private foundations, charitable trusts, and more to find the right vehicle for your giving goals, control needs, and tax strategy.

8/21/26

Bringing Jobs Home: Fiscal Sponsorship of The We Are One Foundation

UI Charitable Partners with The We Are One Foundation to Build Employment Opportunities in Tonga

8/14/26

A Conversation on the Agent of Wealth Podcast

We're excited to share that Phoenix Hafen, the Director of Advisor Solutions at UI Charitable, recently appeared as a guest on the Agent of Wealth Podcast, hosted by John Williams.

8/14/26

UI Charitable partners with Equitybee

UI Charitable partners with Equitybee to help startup employees and founders turn illiquid wealth into lasting charitable impact.

8/6/26

Major DAF Providers Block Grants: What It Means for Donors

A recent news story details how three major DAF providers blocked grants to the Southern Poverty Law Center after an inditement, raising questions on how DAFs handle donor grant recommendations.

5/29/26

Blog

Can You Donate QCDs to a DAF? Not yet...

Here's why that's about to change and what Financial Advisors need to know about the proposed change.

3/30/26

Blog

Donor-Advised Fund Lawsuit: What the Story Actually Means (and What It Doesn’t)

A recent lawsuit reveals Donor-Advised Fund misconceptions—and why they remain one of philanthropy’s most powerful tools.

3/3/26

Blog

How The Big Beautiful Bill Will Reshape Charitable Giving and Donor-Advised Fund Strategy

The One Big Beautiful Bill Act reshapes charitable giving rules—learn how to adapt your strategy and maximize your philanthropic impact.

8/4/25

Blog

How Donor-Advised Funds Can Support Humanitarian Relief

Even with Restrictions

6/24/25

Blog

June 30th Is Coming

Why Fiscal Year-End Giving Matters for Nonprofits - and How You Can Help

6/24/25

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Sanctuary Wealth Advisors Are Leveraging UI Charitable to Elevate Philanthropic Planning

6/24/25

Blog

Land Developer to Life Saver

Dell Loy's Mission in Ukraine

6/23/25

Blog

How Utah’s First Lady is Showing Up

Here’s a look at how the Show Up Initiative came to life and the lessons it holds for anyone trying to lead with purpose.

6/18/25

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Honoring Juneteenth

How Financial Advisors Can Help Clients Align Wealth with Racial Equity

6/17/25

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From the Ice to Impact

What Donor-Advised Funds and the Stanley Cup Playoffs Have in Common

6/17/25

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Morningstar Office Shutdown

What It Means for Advisors and What to Do Next

6/10/25

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Father’s Day and Financial Legacy

A Perfect Time to Talk Philanthropic Planning

6/10/25

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Mentorship in Motion

UI Charitable Partners with C.H.A.N.G.E System to Support Youth in Idaho

6/10/25

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UI Charitable is Now Available to Advisors on the LPL Financial Network

6/3/25

Blog

What UI Charitable Stands For

And Why It Matters Now More Than Ever

6/3/25

Blog

Going the Distance

What the Belmont Stakes Can Teach Us About Philanthropic Endurance

6/3/25

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A Masterclass on Finding your Mission

We sat down with Joseph Grenny, founder of The Other Side Academy (TOSA), to learn the “why” behind his life-changing work.

5/28/25

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Feeding a Continent

How Africa Eats is Reshaping Food Systems with Local Entrepreneurs

5/27/25

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A Legacy That Lasts

Honoring Graduates by Naming Them as Donor-Advised Fund Successors

5/27/25

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Spring Clean Your Giving

How to Refocus Your Philanthropy Mid-Year

5/27/25

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2024 UI Charitable Impact Report

5/22/25

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Investing with Purpose

How Beneficial Returns Is Transforming Impact Finance

5/22/25

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Honoring Service and Sacrifice

Supporting Veterans This Memorial Day

5/22/25

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Supercharge Your Future Giving

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

5/13/25

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The Psychology of Giving

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

5/13/25

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The Annual Charitable Check-Up

A Guide for Financial Advisors

5/13/25

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UI Charitable Now Approved on the Northwestern Mutual Private Wealth Management Platform

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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

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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

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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

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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

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Why Earth Day 2025 Matters to UI Charitable

Investing in a Sustainable Future

4/25/25

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Tee Off for a Cause

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

4/15/25

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Tax Day 2025

Why Financial Advisors Should Embrace Philanthropic Planning

4/15/25

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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

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April Showers Bring May Flowers

Sowing the Seeds for Strategic Philanthropy

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Next-Gen Wealth & Purpose

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

4/9/25

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Invest in Redemption

A Collateralized Impact Opportunity with The Other Side Academy

4/2/25

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

4/2/25

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

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

3/25/25

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Navigating Cryptocurrency & Bitcoin in Financial Planning with Jessy Gilger

Upcoming Webinar

3/25/25

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Bitcoin and Philanthropy

Unlocking Trapped Wealth with a Donor-Advised Fund

3/25/25

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University Impact’s Fiscal Sponsorship of the Lalonde Family Initiative

Empowering Communities Through Compassionate Giving

3/18/25

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

3/18/25

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Picking Your Cryptocurrency Like You Pick Your Favorite Basketball Team

3/12/25

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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