Spring is a season of renewal—a time to clear out what no longer serves us and make room for what matters most. While many people are cleaning out closets or refreshing routines, it’s also the perfect time to refocus your philanthropy.
At UI Charitable, we encourage donors to take a mid-year pause to reflect on their giving goals, realign with their values, and re-engage with the causes that matter most. Whether you use a Donor-Advised Fund (DAF) or give directly, a little intentionality now can make a big difference by year-end.
🧹 1. Revisit Your Philanthropic Goals
Start by asking yourself:
What motivated my giving at the start of the year?
Have my priorities shifted due to current events or personal changes?
Which causes or organizations inspired me recently?
Spring is an ideal time to reconnect with your “why.” Make sure your donations still reflect the legacy and impact you want to build.
🗂️ 2. Organize Your Giving Activity
If you've made multiple gifts or grants, now’s the time to take stock:
Review which nonprofits you've supported
Note which gifts were one-time vs. recurring
Check if you’ve received receipts for tax purposes
If you use a Donor-Advised Fund through UI Charitable, your giving history is already organized in one place—just log in to view and download records instantly.
🧭 3. Evaluate Impact and Engagement
Has your giving made the difference you hoped it would? Reach out to nonprofits for updates or explore impact reports. Consider:
Are my gifts helping organizations meet their goals?
Do I want to deepen my involvement with any nonprofit I support?
Could a multi-year commitment strengthen their work?
Sometimes "spring cleaning" means pruning one-time donations to refocus on more sustained, strategic partnerships.
💼 4. Plan Ahead for Tax Efficiency
Spring is also an opportunity to align giving with financial planning. Talk with your advisor about:
Contributing appreciated assets to your Donor-Advised Fund
Timing gifts to coincide with high-income years or liquidity events
Using charitable bunching to optimize deductions over multiple years
Your mid-year review can lay the groundwork for smarter giving by year-end.
👨👩👧👦 5. Involve Your Family in the Conversation
Philanthropy can be a powerful family tradition. Spring is a great time to:
Host a family giving conversation
Invite children or grandchildren to recommend grants from your Donor-Advised Fund
Explore successor advisor options to carry on your charitable vision
At UI Charitable, we help families build meaningful, multigenerational giving plans that reflect their values and voice.
📝 6. Refresh Your Strategy with UI Charitable
Our team is here to help you:
Refine your giving strategy
Identify nonprofits aligned with your goals
Explore new tools like recoverable grants or impact investing within your Donor-Advised Fund
We're not just a giving platform—we’re your philanthropic partner.
🌷 Give with Intention This Spring
Just like a tidy home or a renewed mindset, a refreshed giving plan creates space for greater clarity, purpose, and joy. Whether you're fine-tuning your existing strategy or starting a new chapter, now is the time to bring intention back into your generosity.
Let’s clean up, re-focus, and move forward—together.
