Donor-Advised Funds

Donor-Advised Funds

Donor-Advised Funds are one of the fastest growing philanthropic tools because of their flexibility in what contributions it can accept, how it can be managed and how it may be distributed.

Donor-Advised Funds are one of the fastest growing philanthropic tools because of their flexibility in what contributions it can accept, how it can be managed and how it may be distributed.

THE DEFINITION

What is a Donor-Advised

Fund?

What is a Donor-

Advised Fund?

A Donor-Advised Fund, or a DAF, is a "giving account"

established at a public charity.


DAFs are one of today's fastest-growing philanthropic

vehicles because they are easy to manage and cost-

efficient.

A Donor-Advised Fund, or a DAF, is a "giving

account" established at a public charity.


DAFs are one of today's fastest-growing

philanthropictools due to their low costs and

simplicity in management

Our Process

Our Process

When a UI Donor-Advised

Fund is Established

When a UI Donor-Advised

Fund is Established

1

Income Tax

Deduction

Income Tax

Deduction

When assets are contributed, they

generate an immediate income tax

deduction.

When assets are contributed,

they generate an immediate

income tax deduction.

2

Efficient Asset

Management

Efficient Asset

Management

The contributed funds can be

invested for tax-free growth.


The contributed funds can be

invested for tax-free growth.


3

Flexible Grant

Opportunities

Flexible Grant

Opportunities

Donors can recommend direct gifts

or make impact investments from

the UI DAF.

Donors can recommend direct

gifts or make impact

investments from the UI DAF.

WHAT WE DO

WHAT WE DO

University Impact and the UI DAF

University Impact and the UI DAF

University Impact (UI) is a 501(c)(3) public charity that sponsors the UI DAF and helps donors expand their impact. Donors can make grants, recoverable grants, credit guarantees, loans, or equity investments out of their DAFs to support worthy organizations.

University Impact (UI) is a 501(c)(3) public charity that sponsors the UI DAF and helps donors expand their impact. Donors can make grants, recoverable grants, credit guarantees, loans, or equity investments out of their DAFs to support worthy organizations.

Donate a Wide Variety

Of Assets.

Donate a Wide Variety

Of Assets.

Donate a Wide Variety

Of Assets.

Donors can donate cash, marketable

securities, or more complex assets,

such as private business interests,

cryptocurrency, or real estate to their

UI DAF.

Donors can choose to donate cash, stocks,

or non-publicly traded assets such as private

business interests, cryptocurrency, and

real estate to their DAF through a simple

and streamlined process.

Donors can choose to donate cash, stocks,

or non-publicly traded assets such as private

business interests, cryptocurrency, and real

estate to their DAF through a simple and

streamlined process.

Open Architecture for

DAF Management

Open Architecture for

DAF Management

Open Architecture for

DAF Management

Regardless of the amount in a UI DAF,

it can be managed by the preferred

financial advisor and held at the

preferred custodian. It allows the DAF

account to be managed consistently

with the rest of an investment portfolio.

Regardless of the amount in your DAF, you

can select your preferred financial advisor,

custodian, brokerage account, and

investment strategies. This allows the DAF

account to be managed in the same way as

your other investments.

Regardless of the amount in your DAF, you

can select your preferred financial advisor,

custodian, brokerage account, and

investment strategies. This allows the DAF

account to be managed in the same way as

your other investments.

Amplify Philanthropic

Support

Amplify Philanthropic

Support

Amplify Philanthropic

Support

Most DAFs limit donors to giving grants
to US-based nonprofits. The UI DAF
allows donors to support all types of
social impact organizations, whether
they are domestic or international, and
regardless of legal structure (nonprofit,
for-profit, governmental, and
hybrid organizations).

Most DAFs unnecessarily limit donors to only

giving grants to US-based nonprofits. The UI

DAF allows donors to support all types of social

impact organizations, whether they are domestic

or international, and regardless of legal structure

(nonprofit, for-profit, governmental, and hybrid

organizations).

Most DAFs unnecessarily limit donors to only

giving grants to US-based nonprofits. The UI

DAF allows donors to support all types of social

impact organizations, whether they are

domestic or international, and regardless of

legal structure (nonprofit, for-profit,

governmental, and hybrid organizations).

USER EXPERIENCE

USER EXPERIENCE

Online Donor Portal

Online Donor Portal

Make grant requests

Make grant requests

Track giving history

Track giving history

Manage charitable documentation

Manage charitable documentation

Add users to the DAF account

Add users to the DAF account

Create and update the succession plan

Create and update the succession plan

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018

Donor-Advised
Funds

Donor-Advised Funds are one of the fastest growing philanthropic tools of the past decade,

due to the flexibility allowed in contributing to it, managing funds in it, and in distributing it to charitable causes.

USER EXPERIENCE

Online Donor Portal

Make grant requests

Track giving history

Manage charitable documentation

Add users to the DAF account

Create and update the succession
plan

1

Income Tax Deduction

When assets are contributed, they generate

an immediate income tax deduction.

2

Efficient Asset Management

The contributed funds can be

invested for tax-free growth

3

Flexible Grant Opportunities

You can recommend grants and

impact investments from the DAF

WHAT WE DO

University Impact
and the UI DAF

University Impact (UI) is a 501(c)(3) public charity that sponsors the UI DAF, helping donors create the most impact with their charitable giving while creating the next generation of social impact leaders.Donors can make grants, recoverable grants, credit guarantees, loans, or equity investments to support these organizations. 

OUR PROCESS

When a UI Donor-Advised

Fund is Established

THE BENEFITS

What is a Donor-

Advised Fund?

Donors contribute to General Field of

Interest Funds for their flexibility, and

expert management, offering a simplified

and collaborative way to make a meaningful

difference in areas they are passionate

about.