UI DAF vs. Schwab vs. Fidelity
UI DAF vs. Schwab vs. Fidelity
UI DAF vs. Schwab vs. Fidelity
The UI DAF leads the industry in being donor and advisor-centric. The UI DAF is flexible and easy to use with no minimums, no portfolio limitations, international grant and investment capability and the ability to designate a preferred custodian.
The UI DAF leads the industry in being donor and advisor-centric. The UI DAF is flexible and easy to use with no minimums, no portfolio limitations, international grant and investment capability and the ability to designate a preferred custodian.
The UI DAF leads the industry in being donor and advisor-centric. The UI DAF is flexible and easy to use with no minimums, no portfolio limitations, international grant and investment capability and the ability to designate a preferred custodian.
DAF Providers
DAF Providers
DAF Providers
Fidelity Charitable
Fidelity
Charitable
Fidelity Charitable
UI Charitable
Donor-Advised Fund
UI Charitable
Donor-Advised
Fund
UI Charitable
Donor-Advised Fund
Schwab Charitable
Schwab
Charitable
Schwab Charitable
Ability to Designate
Custodian
Ability to
Designate
Custodian
No
No
No
Yes
Yes
Yes
No
No
No
Minimum $ to Assign
a Personal Wealth Advisor
Causes to
Support
Minimum $ to
Assign
a Personal Wealth
Advisor
$100,000
$100,000
$100,000
None
None
None
$100,000
$100,000
$100,000
Investment Options
Investment
Options
Investment
Options
Portfolio Allocation
Limitations
Portfolio
Allocation
Limitations
Portfolio Allocation
Limitations
No Portfolio
Limitations
No Portfolio
Limitations
No Portfolio
Limitations
Portfolio Allocation
Limitations
Portfolio
Allocation
Limitations
Portfolio Allocation
Limitations
Flexibility on Alternative
Asset Investments
Flexibility on Alternative
Asset
Investments
Flexibility on
Alternative
Asset Investments
Only for DAFs of
$5 Million+
Only for DAFs
of
$5 Million+
Only for DAFs of
$5 Million+
Yes
Yes
Yes
Only for DAFs of
$5 Million+
Only for DAFs
of
$5 Million+
Only for DAFs of
$5 Million+
International Grants &
Investments
International
Grants &
Investments
Limited to members of the
Private Donor Group
Limited to
members of
the Private
Donor Group
Limited to members
of thePrivate
Donor Group
Yes
Yes
Yes
Limited to members of
the Global Giving Group
Limited to
members of
the Global
Giving Group
Limited to members
of the Global Giving
Group
Complex Asset
Contributions/ Execution
Complex Asset
Contributions/ Execution
Complex Asset
Contributions/
Execution
Yes: 2+ Weeks
Yes: 2+
Weeks
Yes: 2+ Weeks
Yes: Less than one Week
Yes: Less than
one Week
Yes: Less than
one Week
Yes: 2+ Weeks
Yes: 2+
Weeks
Yes: 2+ Weeks
Complex Asset Donation
Fees
Complex
Asset
Donation Fees
Complex Asset
Donation Fees
$10k or 1-3%
$10k or 1-3%
$10k or 1-3%
$5-$10k
Not to Exceed $10k
$5-$10k
Not to
Exceed $10k
$5-$10k
Not to Exceed $10k
$10k or 1-3%
$10k or 1-3%
$10k or 1-3%
Fee Structures
Fee Structures
Tiered- Starting
at 60 bps
Tiered-
Starting
at 60 bps
Tiered- Starting
at 60 bps
Tiered- Starting
at 60 bps
Tiered-
Starting
at 60 bps
Tiered- Starting
at 60 bps
Tiered- Starting
at 60 bps
Tiered-
Starting
at 60 bps
Tiered- Starting
at 60 bps