It is that time of year again - the stakes are high, the energy is electric, and fans are glued to the action of the Stanley Cup Playoffs. At UI Charitable, we are just as fired up - but instead of chasing goals on the ice, we are helping donors reach their philanthropic goals with the same intensity and precision.

If you think hockey and charitable giving do not mix, think again. Here is why a Donor-Advised Fund is the MVP of philanthropic planning and why now is a great time to get in the game.

🥅 Strategic Giving is Like a Power Play

In hockey, a power play is all about making smart moves quickly while you have the advantage. The same applies to philanthropy. With a Donor-Advised Fund, you can:

• Contribute appreciated assets for maximum tax impact

• Time giving around income spikes or liquidity events

• Distribute grants when it makes the most sense

Donor-Advised Funds let the donor take advantage of financial opportunities and deploy their generosity when and where it counts most - just like a perfectly timed goal.

🧤 Donor-Advised Funds Provide Flexibility and a Great Defense

Let’s be honest: charitable giving can get complicated. Tax strategy, paperwork, donation receipts - it’s enough to make anyone need a timeout.

That’s where a Donor-Advised Fund shines:

• One contribution, one tax receipt

• Flexible giving across hundreds of charities

• Investment growth before you grant

It is a defensive wall against tax season stress and disorganized giving, giving your clients peace of mind and more time to focus on what matters: making an impact.

🏆 Leave a Legacy Worthy of the Cup

Stanley Cup champions don’t just play for the moment, they play for history. The same is true for donors who use their Donor-Advised Funds for long-term, legacy-minded philanthropy.

At UI Charitable, we help your clients to:

• Name successor advisors, like their children or grandchildren

• Create a family giving strategy

• Make recoverable grants or impact investments that live beyond a single donation

Donors are not just making grants - they are building a legacy that will last longer than any playoff run.

🥳 Celebrate Your Wins

Every great team celebrates the journey as much as the trophy. With a Donor-Advised Fund, you can celebrate:

• The moment your client simplifies their giving

• The joy of supporting causes your clients love

• The impact your client’s create over time

And with UI Charitable on your bench, you will always have a team of experts cheering you on, helping you and your clients give smarter, faster, and with more heart.

🏒 Ready to Team Up on Philanthropic Strategy?

If you are just learning how to handle the puck, UI Charitable can help you take your philanthropic planning to championship level.

Let’s make this season not just about big wins on the ice, but big wins in the world.