About Us

About Us

About Us

UI Charitable Advisors is a philanthropic planning and advisory firm that provides world-class charitable giving vehicles, designed for financial advisors to align clients’ philanthropic interests with their overall financial plan.

UI Charitable Advisors is a philanthropic planning and advisory firm that provides world-class charitable giving vehicles, designed for financial advisors to align clients’ philanthropic interests with their overall financial plan.

UI Charitable Advisors is a philanthropic planning and advisory firm that provides world-class charitable giving vehicles, designed for financial advisors to align clients’ philanthropic interests with their overall financial plan.

We're Your Team

We're dedicated to forming a strong partnership with you, serving as your philanthropic support team. Our goal is to provide you with the resources and expertise to accomplish your charitable goals.


Problem Solvers

We specialize in solving complicated problems related to charitable giving. Whether you need help with the donation of a complex asset or due diligence on an international social venture our team crafts and implements solutions to your specific needs.


Experience

The UI Charitable Advisors leadership team has over 100 years of social impact experience. This enables us to help your clients achieve their long-term charitable goals, ensuring their resources are used efficiently and effectively to make a meaningful difference.

We're Your Team

We're dedicated to forming a strong partnership with you, serving as your philanthropic support team. Our goal is to provide you with the resources and expertise to accomplish your charitable goals.


Problem Solvers

We specialize in solving complicated problems related to charitable giving. Whether you need help with the donation of a complex asset or due diligence on an international social venture our team crafts and implements solutions to your specific needs.


Experience

The UI Charitable Advisors leadership team has over 100 years of social impact experience. This enables us to help your clients achieve their long-term charitable goals, ensuring their resources are used efficiently and effectively to make a meaningful difference.

We're Your Team

We're dedicated to forming a strong partnership with you, serving as your philanthropic support team. Our goal is to provide you with the resources and expertise to accomplish your charitable goals.


Problem Solvers

We specialize in solving complicated problems related to charitable giving. Whether you need help with the donation of a complex asset or due diligence on an international social venture our team crafts and implements solutions to your specific needs.


Experience

The UI Charitable Advisors leadership team has over 100 years of social impact experience. This enables us to help your clients achieve their long-term charitable goals, ensuring their resources are used efficiently and effectively to make a meaningful difference.

UI Charitable Advisors Team

Joellen Nicholson

VP of Donor Service

Todd Manwaring

Senior VP of Community Impact

Jacob Lundskog

Director, Technology & Operations

Matt Rawlings

Software Engineering Manager

Sarah Barnes

Chief Innovation Officer

Hyrum Grenny

Director, Strategic Partnerships

Riley LeSueur

Business Development Manager

Kelton Burns

Director, Finance

Sarah Lundskog

Director, Fiscal Sponsorships

Asher Clawson

Backend Engineer

Phoenix Hafen

Product Manager

Board and Investment Committee

Aaron Miller

Merit Leadership

Aaron Miller

Merit Leadership

Aaron Miller

Merit Leadership

Geoff Woolley

Patamar Capital

Geoff Woolley

Patamar Capital

Geoff Woolley

Patamar Capital

Katherine Ritchie

Nottingham Spirk Family Office

Katherine Ritchie

Nottingham Spirk

Katherine Ritchie

Nottingham Spirk Family Office

Steve Leininger

Thomas Doll

Steve Leininger

Thomas Doll

Steve Leininger

Thomas Doll

Lindsey Padjen

Oregon Public Health

Lindsey Padjen

Oregon Public Health

Lindsey Padjen

Oregon Public Health

Marcia Nelson

ShareNett

Marcia Nelson

ShareNett

Marcia Nelson

ShareNett

Todd Manwaring

Social Venture Impact

Todd Manwaring

Social Venture Impact

Todd Manwaring

Social Venture Impact

Chaitali Patel

Women Impact Collaboration

Chaitali Patel

Women Impact Collaboration

Chaitali Patel

Women Impact Collaboration