As Father’s Day approaches, families across the country are preparing to celebrate the men who have shaped their lives through guidance, generosity, and enduring values.

For financial advisors, this holiday presents a unique and meaningful opportunity: a chance to talk to your clients—fathers, grandfathers, and those honoring them—about building a charitable legacy that lasts beyond the generations.

One of the most powerful ways to do that? Philanthropic planning through Donor-Advised Funds.

💬 Father’s Day Opens the Door to Legacy Conversations

Father’s Day is not just about gifts and brunch—it’s about honoring influence. Many clients view giving back as part of their identity as fathers: modeling generosity, supporting their communities, and passing down values of compassion and service.

This time of year is ideal to ask:

• “What legacy do you want to leave your children or grandchildren?”

• “Would you like to involve your family in your giving decisions?”

• “Have you considered philanthropy as part of your long-term planning?”

These questions are not just financial—they are deeply personal. And they build trust.

🏛️ Why Donor-Advised Funds Fit the Moment

Donor-Advised Funds are flexible, tax-efficient tools that make it easy for clients to give strategically over time—and involve their family along the way. Here is why they are especially relevant on Father’s Day:

• Multigenerational Giving: Clients can name children or grandchildren as successor advisors, allowing family values to live on through charitable decisions.
  
  

• Teaching Moments: Fathers can use Donor-Advised Funds to teach younger generations about budgeting for generosity, vetting nonprofits, and making impact-driven decisions.
  
  

• Simplified Legacy Planning: A Donor-Advised Fund offers a structured way to integrate philanthropy into estate planning without the complexity of a private foundation.

👨‍👩‍👧‍👦 A Gift That is Bigger Than Money

Encourage your clients to consider a new kind of Father’s Day tradition—one that is not about “stuff,” but about substance. For example:

• Make a grant from their Donor-Advised Fund in honor of a father figure

• Support causes he cared about

• Bring family members together to choose a nonprofit to support together

These are powerful gestures that create meaning, connection, and a legacy that lives far beyond a single Sunday in June.

🧭 How Advisors Can Lead the Conversation

You do not have to wait until year-end or a liquidity event to talk about giving. Father’s Day is a natural time to say:

“As you reflect on your values as a father—and the legacy you want to leave—let’s talk about how philanthropy can be part of your financial plan.”

You will deepen your relationship and offer real value beyond the numbers.

🤝 Partner with UI Charitable

At UI Charitable, we work hand-in-hand with advisors to:

• Establish Donor-Advised Funds that reflect the donor’s interests

• Accept illiquid assets and manage tax-efficient giving strategies

• Create tools for family engagement and long-term impact

Let us help you help your clients give meaningfully—and pass down more than wealth.