Donor-Advised Funds

Donor-Advised Funds

A Tax efficient strategy that leverages DAFs to reduce taxable income while leaving clients with more money to support causes they care about

A Tax efficient strategy that leverages DAFs to reduce taxable income while leaving clients with more money to support causes they care about

OUR PROCESS

When You Contribute to
a Donor-Advised Fund

01

Tax Deduction

You receive an immediate tax

deduction

02

Invest Contributions

The contributed funds can be

invested for tax-free growth

03

Recommend Grants

You can recommend grants and

impact investments from the DAF

ABOUT US

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. 

Donate a Wide Variety

Of Assets.

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

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.

More Options to

Amplify Your Giving.

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).

What is a DAF?

A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.


What is a Fiscal Sponsorship?

A Fiscal Sponsorship is a formal arrangement in which a 501(c)(3) public charity enables an organization that may lack exempt status to seek tax-deductible donations under the sponsor's exempt status.


General Field of Interest Funds

A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.

What is a DAF?

A Donor-Advised Fund (DAF) is a giving account that is one of the most popular philanthropic vehicles because it is easy to manage and cost efficient.


What is a Fiscal Sponsorship?

A Fiscal Sponsorship is a formal arrangement in which a 501(c)(3) public charity enables an organization that may lack exempt status to seek tax-deductible donations under the sponsor's exempt status.

General Field of Interest Funds

A General Field of Interest Fund is a foundation with a specific focus, allowing donors a way to direct funds, managed by industry experts, toward an issue that matters to them.

OUR PLATFORM

Online Donor Portal

Make Impact

Investments

Review Giving

History

Track Your

Impact

Add Users to

Your DAF

Create and Update

a 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