Give Smarter with
UI Charitable
Give Smarter w/ UI Charitable
Full service charitable advisory firm. We offer unmatched flexibility so you maximize tax savings and accelerate your charitable legacy.
Full service charitable advisory firm. We offer unmatched flexibility so you maximize tax savings and accelerate your charitable legacy.
WHAT WE OFFER
Two Core Advantages
Personal charitable giving account.
Contribute assets, take a tax deduction,
then make grants to nonprofits.
Maximize your tax deduction and reduce
reduce capital gains by donating assets
such as private businesses, real estate.
Donor-Advised Funds
Personal charitable giving account.
Contribute assets, take a tax deduction,
then make grants to nonprofits.
No forced timelines or minimums.
Start today.
Tax-Efficient Strategies
We help you give smarter, facilitating
donations of assets like private businesses, real estate, etc. directly to maximize your deductions and reduce capital gains tax.
Start today.
Everything You Need.
Nothing in Your Way.
BUILT FOR ADVISORS
BUILT FOR ADVISORS
Everything You Need. Nothing in Your Way.
Keep Your Custodian
No disruption to your current setup, we work with any custodian or platform.
Full Control
You decide how assets are managed and invested. No constraints, no interference.
No Forced Liquidity
Hold any asset, exactly how you want. No pressure to sell.
Flexible Investment Options
Access to a full range of investments, including alternative investments.
Dedicated Support
Access to a full range of investments, including alternative investments.
Access to Charitable Vehicles
Access to charitable vehicles to structure best for your clients' goals.
Let's Talk About Your
Charitable Strategy
Keep Your Custodian or Management Platform
Full Control Over
How You Manage
No Forced or
Pressured Liquidity
Dedicated Support for You and Your Team
Flexible Investment Options
Access to Charitable Vehicles
Let's Talk About Your
Charitable Strategy
Let's Talk About Your
Charitable Strategy
Give Smarter with
UI Charitable
Full service charitable advisory firm. We offer unmatched flexibility so you maximize tax savings and accelerate your charitable legacy.
Keep Your Custodian or
Management Platform
Full Control Over
How You Manage
No Forced or
Pressured Liquidity
Dedicated Support for
You and Your Team
Flexible Investment
Options
Access to Charitable
Vehicles
Donor-Advised Funds
Personal charitable giving account.
Contribute assets, take a tax deduction,
then make grants to nonprofits.
No forced timelines or minimums.
Start today.
Tax-Efficient Strategies
We help you give smarter, facilitating
donations of assets like private businesses, real estate, etc. directly to maximize your deductions and reduce capital gains tax.
Start today.
Two Core Advantages
WHAT WE OFFER
Everything You Need.
Nothing in Your Way.
BUILT FOR ADVISORS
Let's Talk About Your
Charitable Strategy