For Advisors
For Advisors
For Advisors
Our aim is to make incorporating philanthropic vehicles into client portfolios easy and accessible so that advisors can continue to manage the assets.
Our aim is to make incorporating philanthropic vehicles into client portfolios easy and accessible so that advisors can continue to manage the assets.
Our aim is to make incorporating philanthropic vehicles into client portfolios easy and accessible so that advisors can continue to manage the assets.
OUR PRODUCTS
What We Provide
What We Provide
UI Charitable aligns with financial advisors to provide flexible charitable tools that can be effortlessly incorporated into client portfolios.
UI Charitable aligns with financial advisors to provide flexible charitable tools that can be effortlessly incorporated into client portfolios.
Achieve Greater Financial Success
Research has shown that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction.
Achieve Greater Financial Success
Research has shown that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction.
Maintain Charitable Asset Oversight
Through the UI platform, investment advisors, whether fee-only or commission-based, oversee the charitable funds in their asset pool, offering greater transparency and control of portfolios under management.
Maintain Charitable Asset Oversight
Through the UI platform, investment advisors, whether fee-only or commission-based, oversee the charitable funds in their asset pool, offering greater transparency and control of portfolios under management.
Offers Donors Flexibility
The UI Donor-Advised Fund accepts cash and marketable securities, as well as more complex assets including alt investments, private business interests, real estate and cryptocurrency.
Offers Donors Flexibility
The UI Donor-Advised Fund accepts cash and marketable securities, as well as more complex assets including alt investments, private business interests, real estate and cryptocurrency.
OUR PRODUCTS
OUR REFERENCES
OUR REFERENCES
OUR REFERENCES
References For Advisors
References For Advisors
References For
Advisors
FAQ's
FAQ's
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 organization 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 organization 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 organization 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 We Provide
UI Charitable aligns with financial advisors to provide flexible charitable tools that can be effortlessly incorporated into client portfolios.
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
