For Advisors
We partner with advisors to integrate philanthropic tools seamlessly into client portfolios—helping you retain assets under management while advancing your clients’ charitable goals.
OUR PRODUCTS
What We Provide
What We Provide
We help advisors strengthen client relationships, improve retention, and simplify charitable integration—without giving up asset management.
We help advisors strengthen client relationships, improve retention, and simplify charitable integration—without giving up asset management.
Improve Client Retention
Build stronger relationships by helping clients pursue their philanthropic goals. Advisors who guide charitable giving retain clients longer and see higher satisfaction across their practice.
Improve Client Retention
Build stronger relationships by helping clients pursue their philanthropic goals. Advisors who guide charitable giving retain clients longer and see higher satisfaction across their practice.
Gain Efficient Charitable Asset Oversight
Obtain full visibility across client accounts. The advisor view provides one clear dashboard to monitor and manage every charitable fund with transparency and control.
Gain Efficient Charitable Asset Oversight
Obtain full visibility across client accounts. The advisor view provides one clear dashboard to monitor and manage every charitable fund with transparency and control.
Offer Donors Unmatched Flexibility
Help clients maximize tax advantages by donating virtually any asset and funding a wider range of opportunities—including impact investments and nontraditional charitable projects.
Offer Donors Unmatched Flexibility
Help clients maximize tax advantages by donating virtually any asset and funding a wider range of opportunities—including impact investments and nontraditional charitable projects.
OUR PRODUCTS
LEARN MORE
Advisor Resources
Advisor Resources
Advisor Resources
FAQs
FAQs
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked
Questions
What is a Donor-Advised Fund?
What are the tax benefits of a Donor-Advised Fund?
How is the UI Donor-Advised Fund different from other Donor-Advised Fund's?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing Donor-Advised Fund to a new UI Donor-Advised Fund?
Where can I custody my clients’ UI Donor-Advised Fund's?
What is a Donor-Advised Fund?
What are the tax benefits of a Donor-Advised Fund?
How is the UI Donor-Advised Fund different from other Donor-Advised Fund's?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing Donor-Advised Fund to a new UI Donor-Advised Fund?
Where can I custody my clients’ UI Donor-Advised Fund's?
What is a Donor-Advised Fund?
What are the tax benefits of a Donor-Advised Fund?
How is the UI Donor-Advised Fund different from other Donor-Advised Fund's?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing Donor-Advised Fund to a new UI Donor-Advised Fund?
Where can I custody my clients’ UI Donor-Advised Fund's?
What organizations can my clients support through their Donor-Advised Fund?
What are the advantages of a UI Donor-Advised Fund vs a private foundation?
Is there a minimum contribution required to establish a UI Donor-Advised Fund?
Are there minimum activity requirements for the UI Donor-Advised Fund?
How long does it take to set up a UI Donor-Advised Fund?
What organizations can my clients support through their Donor-Advised Fund?
What are the advantages of a UI Donor-Advised Fund vs a private foundation?
Is there a minimum contribution required to establish a UI Donor-Advised Fund?
Are there minimum activity requirements for the UI Donor-Advised Fund?
How long does it take to set up a UI Donor-Advised Fund?
What organizations can my clients support through their Donor-Advised Fund?
What are the advantages of a UI Donor-Advised Fund vs a private foundation?
Is there a minimum contribution required to establish a UI Donor-Advised Fund?
Are there minimum activity requirements for the UI Donor-Advised Fund?
How long does it take to set up a UI Donor-Advised Fund?
Not Seeing What You're Looking For?
What We Provide
We help advisors strengthen client relationships, improve retention, and simplify charitable integration—without giving up asset management.
OUR PRODUCTS
Achieve Greater Financial Success
Research demonstrates that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction research.
Achieve Greater Financial Success
Research demonstrates that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction research.
Maintain Charitable Asset Oversight
Through our platform, investment advisors, whether fee-only or fee-based, maintain charitable funds within their entire asset pool, providing greater connection and success for the advisor.
Maintain Charitable Asset Oversight
Through our platform, investment advisors, whether fee-only or fee-based, maintain charitable funds within their entire asset pool, providing greater connection and success for the advisor.
Offer Your Clients Extreme Flexibility
Funding the DAF will depend on the type of asset your clients would like to donate. For the most common scenarios click here. For inquiries into all other assets, please email support@uicharitable.org
Offer Your Clients Extreme Flexibility
Funding the DAF will depend on the type of asset your clients would like to donate. For the most common scenarios click here. For inquiries into all other assets, please email support@uicharitable.org
