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.

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We're Your Team

We are committed to strong partnerships with financial advisors, serving as your philanthropic support team. Our goal is to provide the resources and expertise to support your clients’ charitable goals efficiently and effectively.

Problem Solvers

We specialize in solving complicated problems related to charitable giving. Whether a financial advisor needs help managing a donation of a complex asset or due diligence on an international social venture, our team implements solutions to meet those needs.

Experience

The UI Charitable Advisors leadership team has over 100 years of experience in philanthropy. It enables us to help 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.