As client expectations evolve, more financial advisors are seeking meaningful engagement and interactions. Many are realizing that values-driven solutions help to differentiate their practice and deepen client relationships. That is why we are proud to share that advisors within the Sanctuary Wealth network are partnering with UI Charitable to offer flexible, impactful Donor-Advised Funds to their clients.

A Natural Fit for Entrepreneurial Advisors

Sanctuary Wealth’s mission is to empower elite, entrepreneurial advisors to unlock their full potential and build thriving, independent businesses. UI Charitable supports that mission by delivering a philanthropic platform that fits seamlessly into advisors’ workflows - without added complexity or loss of control.

The UI Charitable Donor-Advised Fund model is designed with independent advisors in mind. You maintain full investment management and reporting responsibilities for Donor-Advised Fund assets, regardless of fund size, preserving your client relationships while expanding the value you offer.

How UI Charitable Supports Sanctuary Wealth Advisors

• Keep Investment Management In-House
  You stay in control of portfolio strategy and performance reporting. Clients benefit from philanthropic support without needing to move their assets or change their trusted advisory team.
  
  

• Flexible and Fast Donor-Advised Fund Setup
  Our streamlined process ensures advisors and clients can quickly set up a Donor-Advised Fund that aligns with both their tax strategy and charitable intent—ideal for year-end planning, liquidity events, or long-term legacy goals.
  
  

• Expert Support for Generosity that is more Complicated
  From appreciated stock and real estate to business interests, our team helps structure and process non-cash gifts to unlock greater giving capacity.
  
  

• Align Wealth With Purpose
  UI Charitable helps your clients connect their wealth with what matters most to them, while you deliver a more holistic, purpose-driven planning experience.

Delivering Impact Without Disruption

By working with UI Charitable, Sanctuary Wealth advisors are enhancing their ability to meet clients’ evolving goals - be them financial, personal, and philanthropic. And advisors are doing so without having to sacrifice control, add new systems, or outsource core functions.

We are honored to support the bold, client-centered work of the Sanctuary Wealth firms, and we are excited to continue building partnerships that elevate the impact of both advisors and their clients.