The UI Charitable Donor-Advised Fund is now available on the LPL Financial network. This means LPL advisors can now access flexible, tax-efficient charitable giving solutions for their clients—without compromising control or adding complexity to their practice.

Expanding Value Through Purpose-Driven Planning

Today’s clients increasingly seek to align their wealth with their values. As a result, philanthropic planning is becoming an essential part of holistic financial advice. UI Charitable supports advisors by offering a streamlined, advisor-friendly Donor-Advised Fund platform that integrates easily into a broader financial strategy.

Whether you are working with individuals, families, or business owners, UI Charitable helps you deliver purpose-aligned solutions that go beyond traditional portfolio management.

Why LPL Advisors Choose UI Charitable

• You Stay in Control
  As the advisor, you retain full investment management and performance reporting responsibilities for Donor-Advisor Fund assets—regardless of fund size. Your client relationship remains front and center.
  
  

• Seamless Integration
  Our team works closely with LPL advisors to make the Donor-Advised Fund setup and administration simple, fast, and aligned with your workflow.
  
  

• Support for more Complex Assets
  From appreciated stock to private business interests, we provide expertise in structuring and accepting non-cash charitable contributions—so your clients can give more, more effectively.
  
  

• Values-Aligned Giving
  We help your clients define and pursue their philanthropic goals with clarity, flexibility, and intention.
  
  

A Trusted Partner in Charitable Planning

At UI Charitable, we believe philanthropy should be a natural part of financial planning—not a separate or siloed conversation. We are here to make charitable giving easy to implement and impactful for your clients, while adding strategic value to your practice.

We are honored to support the independent spirit of LPL advisors and look forward to helping you expand your offering with philanthropic tools your clients will value.