Letter from Hyrum Grenny, Director of Partnerships

UI Charitable Advisors 2025

As we reflect on 2024, I am filled with gratitude and pride in the progress we have made together. It has been a transformative year for UI Charitable, as we have witnessed the continued growth and adoption of the UI Donor-Advised Fund as a cornerstone in cutting-edge financial planning.

Your integration of the UI Donor-Advised Fund into your business has been instrumental in shaping this evolution. Together, we have empowered clients to align their financial strategies with their philanthropic goals, fostering a legacy of giving that resonates beyond balance sheets.

Thank you for your continued trust and partnership. I look forward to another year of shared success and meaningful impact.

Sincerly,