The Belmont Stakes is not just another horse race—it is the longest and most demanding leg of the Triple Crown. It is where stamina, strategy, and staying power separate champions from the pack.
At UI Charitable, we think philanthropy works the same way.
Whether you are a seasoned giver or just opening a Donor-Advised Fund, the question is not how fast you give—it is how far your giving can go. And that is where our unique range of services comes in.
🧭 Beyond the Basics: What Makes UI Charitable Different
While many Donor-Advised Fund sponsors offer a basic giving account, UI Charitable brings something more—a full suite of services designed for donors and advisors who want to give with purpose and power.
Here is what sets us apart:
🏛️ Strategic Philanthropy Planning
We do not just process grants. We help donors:
Define their charitable mission
Identify causes aligned with their values
Develop a multi-year giving roadmap
Like a trainer preparing for Belmont, we plan for the long haul—not just the next sprint.
🌍 Impact Investing & Recoverable Grants
Want your charitable assets to work harder before you grant them out? We offer:
Impact investments that align with your values
Recoverable grants that support social enterprises and replenish your Donor-Advised Funds over time
This means your giving can generate both financial return and social good—before your fund ever issues a grant.
💼 Advisor-Friendly Services
We collaborate closely with financial advisors and family offices to:
Maintain investment control through preferred custodians
Incorporate philanthropy into tax and estate planning
Create legacy plans that reflect your family's values
In a race as long as Belmont, you need a team that can handle the course—and your advisor is a key part of that team.
🏠 Support for Non-Traditional Assets
UI Charitable accepts:
Private business interests
Real estate
Cryptocurrency
Alternative investments
This flexibility allows donors to fund their Donor-Advised Funds with assets beyond cash, often in the most tax-advantageous way possible.
👥 Legacy & Succession Services
We help you name successor advisors, host family giving conversations, and create giving traditions that outlast any single generation.
Because your philanthropic finish line should be just the beginning for the next.
🏁 Finish Strong with Philanthropy That Lasts
The Belmont Stakes is a race for those built to go the distance. Likewise, the most meaningful giving is not impulsive—it is intentional, well-paced, and rooted in vision.
Whether you are managing complex assets, building a charitable legacy, or guiding clients toward high-impact giving, UI Charitable is built to go the full distance with you.
