At UI Charitable, we believe giving is more than a transaction - it’s a deeply personal act of vision, trust, and purpose. We exist to help individuals, families, and advisors align their generosity with the world they want to build. And as philanthropy evolves, so do we.
We are committed to clarity, conviction, and connection.
🌱 Our Why: Giving with Purpose
“UI” originally stood for “University Impact,” but we’ve grown into something broader, bolder, and more human. We’ve changed our name, but not the meaning. Today, UI Charitable represents a clear invitation:
Show up. Invest in others. Give intentionally.
Our work centers on helping people and advisors use Donor-Advised Funds and innovative tools like impact investments, recoverable grants, and custom giving strategies to make philanthropy not just easier—but more meaningful.
🤝 Who We Serve
Advisors who want to bring values-based planning into their client conversations without losing control or flexibility.
Donors who want to give strategically, efficiently, and on their terms - whether anonymously or collaboratively.
Families who want to build legacy through shared generosity.
Communities who benefit when capital is channeled toward equity, resilience, and long-term impact.
We’re not here to be another account provider - we’re here to be a trusted philanthropic partner.
🛠️ What We Offer
Donor-Advised Funds that are flexible, advisor-friendly, and built for impact
Mission-aligned investments in social ventures and nonprofit innovation
Support for complex gifts, including business interests, real estate, and crypto
Family giving guidance that helps multiple generations share purpose
Customized services for legacy planning and succession strategies
Our platform is simple, but our support is anything but. We meet people where they are, and walk with them toward where they want to go.
🌍 Why It Matters Now
The world doesn’t need more check-writers. It needs change-makers - people willing to invest their resources in justice, opportunity, healing, and innovation. UI Charitable empowers that kind of giving.
We believe that when people give with intention, whether $5,000 or $5 million, it changes everything. Not just for the recipients, but for the givers. Because the most fulfilling philanthropy is grounded in clarity, community, and confidence.
🚀 Where We’re Going
As we look ahead, UI Charitable will continue to innovate at the intersection of generosity and strategy. We are growing partnerships with financial advisors, expanding our impact investment pipeline, and launching tools to help donors track outcomes - not just outputs.
And we’re doing it all with one goal: to make generosity a powerful, joyful force for good.
📝 Final Thought
If you’re looking for a giving partner that’s as thoughtful as you are…
If you want to align your wealth with your values…
If you believe that legacy is built one intentional gift at a time…
Welcome. You’re in the right place.
