We’re excited to announce that UI Charitable is now an approved Donor-Advised Fund (DAF) provider on the Northwestern Mutual Private Wealth Management (PWM) platform. This new partnership reflects our shared commitment to purpose-driven planning and delivering meaningful, values-aligned solutions to clients across the wealth spectrum.

A New Opportunity for Northwestern Mutual Advisors

This approval allows Northwestern Mutual PWM advisors to seamlessly incorporate UI Charitable’s flexible Donor-Advised Fund offerings into their clients’ financial strategies. Whether clients are planning for a liquidity event, navigating a high-income year, or simply seeking a more intentional approach to giving, UI Charitable can help!

What Sets UI Charitable Apart?

• Advisors Retain Investment Management
  You stay at the center of the relationship. Advisors maintain management and reporting responsibilities for DAF assets, regardless of size—preserving continuity and trust.
  
  

• Support for Complex Gifts
  From appreciated stock and private business interests to real estate and cryptocurrency, we help you unlock more giving potential through our experience with illiquid, tangible and intangible assets.
  
  

• Fast, Flexible DAF Set-Up
  Our process is streamlined, responsive, and designed to meet your clients where they are, with no unnecessary friction.