Orion x UI
Charitable

Our aim is to make philanthropy and impact investing easy and accessible so advisors can manage charitable assets with extreme flexibility.

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OUR PRODUCTS

What We Provide

UI Charitable aligns with financial advisors to provide flexible charitable tools that can be effortlessly incorporated into client portfolios.

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

ORION RESOURCES

WEBINAR

3 Strategies for Tax-Efficient Giving

Learn how to maximize your client's philanthropic impact while optimizing tax benefits in this webinar. Understand the untapped potential of pairing Donor-Advised Funds (DAFs) with Orion Custom Indexing, charitable bunching, and gifting private business equity

WHITEPAPER

Combining Direct Indexing With Charitable Giving

Explore the benefits of combining direct indexing with a Donor-Advised Fund to maximize tax benefits and compliment overall portfolio strategy

OUR REFERENCES

OUR RESOURCES

References For Advisors

References For
Advisors

References For Advisors

DAFs Compared to Foundations

The flexibility that the UI DAF provides makes it very similar
to a private foundation

The flexibility that the UI DAF provides makes it

very similar to a private foundation

DAFs Compared to Foundations

The flexibility that the UI DAF provides makes it very

similar to a private foundation

Donating Complex Assets

We are able to manage donations of any type of complex asset,

maximizing donors tax benefits

We are able to manage donations of any type of

complex asset, maximizing donors tax benefits

Donating Complex Assets

We are able to manage donations of any type of

complex asset, maximizing donors tax benefits

Charitable Bunching

A tax efficient strategy that leverages DAFs to reduce taxable

income.

A tax efficient strategy that leverages DAFs to

reduce taxable income.

Charitable Bunching

A tax efficient strategy that leverages DAFs to

reduce taxable income.

Fiscal Sponsorships

A Fiscal Sponsorship arrangement in which a 501(c)(3) public

charity sponsors a project.

A Fiscal Sponsorship arrangement in which a

501(c)(3) public charity sponsors a project.

Fiscal Sponsorships

A Fiscal Sponsorship arrangement in which a

501(c)(3) public charity sponsors a project.

FAQ's

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?

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.