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.
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 PRODUCTS
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 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
ORION RESOURCES
WEBINAR
WEBINAR
3 Strategies for Tax-Efficient Giving
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
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
WHITEPAPER
Combining Direct Indexing With Charitable Giving
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
OUR RESOURCES
References For Advisors
References For
Advisors
References For Advisors
FAQ's
Frequently Asked Questions
Frequently Asked
Questions
Frequently Asked
Questions
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 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
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
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
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
What We Provide
UI Charitable aligns with financial advisors to provide flexible charitable tools that can be effortlessly incorporated into client portfolios.
OUR PRODUCTS