For Advisors
For Advisors
For Advisors
Our aim is to make philanthropy and impact investing easy and accessible so advisors can manage charitable assets with extreme flexibility.
Our aim is to make philanthropy and impact investing easy and accessible so advisors can manage charitable assets with extreme flexibility.
Our aim is to make philanthropy and impact investing easy and accessible so advisors can manage charitable assets with extreme flexibility.
01
Achieve Greater
Financial Success
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.
Research demonstrates that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction research.
Research demonstrates that investment advisors who focus on their clients’ philanthropic goals retain their customers longer and receive higher client satisfaction research.
02
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.
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.
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.
03
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
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
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
References for Advisors
References
for Advisors
Donating Complex
Assets
We are able to manage donations
of any type of complex asset,
maximizing donors tax benefits
Fiscal
Sponsorships
A Fiscal Sponsorship arrangement
in which a 501(c)(3) public charity
sponsors a project.
Advisor FAQ
What is a DAF?
What are the tax benefits of a DAF?
How is the UI DAF different from other DAFs?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing DAF to a new UI DAF?
Where can I custody my clients’ UI DAFs?
What is a DAF?
What are the tax benefits of a DAF?
How is the UI DAF different from other DAFs?
What types of clients do UI Charitable Advisors work with?
Can a client transfer an existing DAF to a new UI DAF?
Where can I custody my clients’ UI DAFs?
What organization can my clients support through their DAF?
What are the advantages of a UI DAF vs a private foundation?
Is there a minimum contribution required to establish a UI DAF?
Are there minimum activity requirements for the UI DAF?
How long does it take to set up a UI DAF
What organization can my clients support through their DAF?
What are the advantages of a UI DAF vs a private foundation?
Is there a minimum contribution required to establish a UI DAF?
Are there minimum activity requirements for the UI DAF?
How long does it take to set up a UI DAF