UI Charitable Advisors

Intelligence

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

Intelligence

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

Webinar

Connecting Clients with Charity

Oct 4, 2024

Webinar

Connecting Clients with Charity

Oct 4, 2024

Webinar

Connecting Clients with Charity

Oct 4, 2024

Deadlines

2024 End of Year Deadlines

Oct 3, 2024

Deadlines

2024 End of Year Deadlines

Oct 3, 2024

Deadlines

2024 End of Year Deadlines

Oct 3, 2024

Webinar

UI Charitable Advisors and Knudge

Sep 25, 2024

Webinar

UI Charitable Advisors and Knudge

Sep 25, 2024

Webinar

UI Charitable Advisors and Knudge

Sep 25, 2024

Press Release

Introducing the Unchained Donor-Advised Fund (DAF)

Sep 25, 2024

Press Release

Introducing the Unchained Donor-Advised Fund (DAF)

Sep 25, 2024

Press Release

Introducing the Unchained Donor-Advised Fund (DAF)

Sep 25, 2024

Webinar

UI Charitable x NAPFA Webinar

Sep 30, 2024

Webinar

UI Charitable x NAPFA Webinar

Sep 30, 2024

Webinar

UI Charitable x NAPFA Webinar

Sep 30, 2024

Webinar

UI Charitable Advisors and EncorEstate Plans

Sep 9, 2024

Webinar

UI Charitable Advisors and EncorEstate Plans

Sep 9, 2024

Webinar

UI Charitable Advisors and EncorEstate Plans

Sep 9, 2024

Blog

Private Labeled Donor-Advised Fund

Sep 5, 2024

Blog

Private Labeled Donor-Advised Fund

Sep 5, 2024

Blog

Private Labeled Donor-Advised Fund

Sep 5, 2024

Blog

Our Integration with Orion

Sep 5, 2024

Blog

Our Integration with Orion

Sep 5, 2024

Blog

Our Integration with Orion

Sep 5, 2024

Blog

DAF Day: October 10, 2024

Sep 5, 2024

Blog

DAF Day: October 10, 2024

Sep 5, 2024

Blog

DAF Day: October 10, 2024

Sep 5, 2024

Blog

Renew Capital

Jul 1, 2024

Blog

Renew Capital

Jul 1, 2024

Blog

Renew Capital

Jul 1, 2024

Blog

Outcomes-Based Investment

Jul 1, 2024

Blog

Outcomes-Based Investment

Jul 1, 2024

Blog

Outcomes-Based Investment

Jul 1, 2024

Event

Using DAFs with Your High Net Worth Clients

Jun 21, 2024

Event

Using DAFs with Your High Net Worth Clients

Jun 21, 2024

Event

Using DAFs with Your High Net Worth Clients

Jun 21, 2024

Blog

Inflation-Proofing Your DAF

Jun 21, 2024

Blog

Inflation-Proofing Your DAF

Jun 21, 2024

Blog

Inflation-Proofing Your DAF

Jun 21, 2024

Blog

The 5 Essentials for Donating a Business

Jun 21, 2024

Blog

The 5 Essentials for Donating a Business

Jun 21, 2024

Blog

The 5 Essentials for Donating a Business

Jun 21, 2024

Event

Bike Ride for Magnus

Jun 13, 2024

Event

Bike Ride for Magnus

Jun 13, 2024

Event

Bike Ride for Magnus

Jun 13, 2024

Blog

The Essential Shield

Jun 13, 2024

Blog

The Essential Shield

Jun 13, 2024

Blog

The Essential Shield

Jun 13, 2024

Blog

General Field of Interest Funds

Jun 13, 2024

Blog

General Field of Interest Funds

Jun 13, 2024

Blog

General Field of Interest Funds

Jun 13, 2024

Blog

Creating a Lasting Legacy

Jun 5, 2024

Blog

Creating a Lasting Legacy

Jun 5, 2024

Blog

Creating a Lasting Legacy

Jun 5, 2024

Blog

PORCH Hillsborough

Jun 5, 2024

Blog

PORCH Hillsborough

Jun 5, 2024

Blog

PORCH Hillsborough

Jun 5, 2024

Blog

Navigating UBIT

Jun 5, 2024

Blog

Navigating UBIT

Jun 5, 2024

Blog

Navigating UBIT

Jun 5, 2024

Blog

To DAF or Not to DAF, That Is the Question

May 24, 2024

Blog

To DAF or Not to DAF, That Is the Question

May 24, 2024

Blog

To DAF or Not to DAF, That Is the Question

May 24, 2024

Blog

Donor-Advised Funds and Complex Assets

May 24, 2024

Blog

Donor-Advised Funds and Complex Assets

May 24, 2024

Blog

Donor-Advised Funds and Complex Assets

May 24, 2024

Blog

Demystifying Donor-Advised Funds

May 24, 2024

Blog

Demystifying Donor-Advised Funds

May 24, 2024

Blog

Demystifying Donor-Advised Funds

May 24, 2024

Blog

TradePMR Synergy Conference 2024

May 17, 2024

Blog

TradePMR Synergy Conference 2024

May 17, 2024

Blog

TradePMR Synergy Conference 2024

May 17, 2024

Blog

NAPFA Spring 2024 Conference in Fort Worth, Texas

May 9, 2024

Blog

NAPFA Spring 2024 Conference in Fort Worth, Texas

May 9, 2024

Blog

NAPFA Spring 2024 Conference in Fort Worth, Texas

May 9, 2024

Blog

Supporting the Navajo Nation Through Strategic Philanthropy

May 9, 2024

Blog

Supporting the Navajo Nation Through Strategic Philanthropy

May 9, 2024

Blog

Supporting the Navajo Nation Through Strategic Philanthropy

May 9, 2024

Blog

Transforming Lives

May 9, 2024

Blog

Transforming Lives

May 9, 2024

Blog

Transforming Lives

May 9, 2024

Blog

The Transformative Journey of Impact Investing

May 6, 2024

Blog

The Transformative Journey of Impact Investing

May 6, 2024

Blog

The Transformative Journey of Impact Investing

May 6, 2024

Blog

Program-Related Investments

Apr 23, 2024

Blog

Program-Related Investments

Apr 23, 2024

Blog

Program-Related Investments

Apr 23, 2024

Blog

Understanding Charitable Lead Trusts

Apr 23, 2024

Blog

Understanding Charitable Lead Trusts

Apr 23, 2024

Blog

Understanding Charitable Lead Trusts

Apr 23, 2024

Blog

Empowering Philanthropy

Apr 17, 2024

Blog

Empowering Philanthropy

Apr 17, 2024

Blog

Empowering Philanthropy

Apr 17, 2024

Blog

Revolutionizing Academic Integrity

Apr 17, 2024

Blog

Revolutionizing Academic Integrity

Apr 17, 2024

Blog

Revolutionizing Academic Integrity

Apr 17, 2024

Blog

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

Apr 17, 2024

Blog

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

Apr 17, 2024

Blog

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

Apr 17, 2024

Blog

A Catalyst for Social Innovation

Mar 26, 2024

Blog

A Catalyst for Social Innovation

Mar 26, 2024

Blog

A Catalyst for Social Innovation

Mar 26, 2024

Blog

Navigating Market Volatility

Mar 26, 2024

Blog

Navigating Market Volatility

Mar 26, 2024

Blog

Navigating Market Volatility

Mar 26, 2024

Blog

Leveraging Qualified Charitable Distributions

Mar 26, 2024

Blog

Leveraging Qualified Charitable Distributions

Mar 26, 2024

Blog

Leveraging Qualified Charitable Distributions

Mar 26, 2024

Blog

The Strategic Edge

Mar 15, 2024

Blog

The Strategic Edge

Mar 15, 2024

Blog

The Strategic Edge

Mar 15, 2024

Blog

Maximizing Philanthropic Impact and Tax Benefits

Mar 15, 2024

Blog

Maximizing Philanthropic Impact and Tax Benefits

Mar 15, 2024

Blog

Maximizing Philanthropic Impact and Tax Benefits

Mar 15, 2024

Blog

April 15: Tax Planning Should Include Charitable Vehicles

Mar 15, 2024

Blog

April 15: Tax Planning Should Include Charitable Vehicles

Mar 15, 2024

Blog

April 15: Tax Planning Should Include Charitable Vehicles

Mar 15, 2024

Blog

The Time Value of Charitable Giving

Mar 8, 2024

Blog

The Time Value of Charitable Giving

Mar 8, 2024

Blog

The Time Value of Charitable Giving

Mar 8, 2024

Blog

Navigating the Waters of Complex Assets

Mar 8, 2024

Blog

Navigating the Waters of Complex Assets

Mar 8, 2024

Blog

Navigating the Waters of Complex Assets

Mar 8, 2024

Blog

Fiscal Sponsorships

Mar 8, 2024

Blog

Fiscal Sponsorships

Mar 8, 2024

Blog

Fiscal Sponsorships

Mar 8, 2024

Blog

Three Tax Planning Strategies Involving Donor-Advised Funds

Feb 20, 2024

Blog

Three Tax Planning Strategies Involving Donor-Advised Funds

Feb 20, 2024

Blog

Three Tax Planning Strategies Involving Donor-Advised Funds

Feb 20, 2024

Blog

Donor-Advised Funds

Feb 16, 2024

Blog

Donor-Advised Funds

Feb 16, 2024

Blog

Donor-Advised Funds

Feb 16, 2024

Blog

Unlocking the Future

Feb 8, 2024

Blog

Unlocking the Future

Feb 8, 2024

Blog

Unlocking the Future

Feb 8, 2024

Blog

Understanding the Trend

Feb 8, 2024

Blog

Understanding the Trend

Feb 8, 2024

Blog

Understanding the Trend

Feb 8, 2024

Blog

Integrating Donor-Advised Funds into Custom Indexing

Feb 8, 2024

Blog

Integrating Donor-Advised Funds into Custom Indexing

Feb 8, 2024

Blog

Integrating Donor-Advised Funds into Custom Indexing

Feb 8, 2024

Guide

The CPA's Guide to Donor-Advised Funds

Jan 30, 2024

Guide

The CPA's Guide to Donor-Advised Funds

Jan 30, 2024

Guide

The CPA's Guide to Donor-Advised Funds

Jan 30, 2024

Event

Orion Ascent 2024

Jan 30, 2024

Event

Orion Ascent 2024

Jan 30, 2024

Event

Orion Ascent 2024

Jan 30, 2024

Blog

A Strategic Tool in Estate Planning

Jan 30, 2024

Blog

A Strategic Tool in Estate Planning

Jan 30, 2024

Blog

A Strategic Tool in Estate Planning

Jan 30, 2024

Blog

Love Makes the World Go 'Round

Jan 26, 2024

Blog

Love Makes the World Go 'Round

Jan 26, 2024

Blog

Love Makes the World Go 'Round

Jan 26, 2024

Blog

New Year's Resolutions

Jan 3, 2024

Blog

New Year's Resolutions

Jan 3, 2024

Blog

New Year's Resolutions

Jan 3, 2024

Testimonial

Terraformation and Global Reforestation

Dec 26, 2023

Testimonial

Terraformation and Global Reforestation

Dec 26, 2023

Testimonial

Terraformation and Global Reforestation

Dec 26, 2023

Foundation

The White Line

Dec 5, 2023

Foundation

The White Line

Dec 5, 2023

Foundation

The White Line

Dec 5, 2023

Testimonial

Dunham and UI Charitable Advisors

Nov 30, 2023

Testimonial

Dunham and UI Charitable Advisors

Nov 30, 2023

Testimonial

Dunham and UI Charitable Advisors

Nov 30, 2023

Podcast

Do Your Good

Nov 6, 2023

Podcast

Do Your Good

Nov 6, 2023

Podcast

Do Your Good

Nov 6, 2023

Impact

A Thousand Grants

Sep 6, 2022

Impact

A Thousand Grants

Sep 6, 2022

Impact

A Thousand Grants

Sep 6, 2022

Impact

Central Park Bees

Jul 20, 2022

Impact

Central Park Bees

Jul 20, 2022

Impact

Central Park Bees

Jul 20, 2022

Impact

Spiders Community Web

Sep 1, 2022

Impact

Spiders Community Web

Sep 1, 2022

Impact

Spiders Community Web

Sep 1, 2022