What We Do

What We Do

What We Do

Our goal at UI Charitable Advisors is to make the process of charitable giving as easy and accommodating as possible for financial advisors and their clients.

Our goal at UI Charitable Advisors is to make the process of charitable giving as easy and accommodating as possible for financial advisors and their clients.

Our goal at UI Charitable Advisors is to make the process of charitable giving as easy and accommodating as possible for financial advisors and their clients.

Charitable Funds

Charitable Funds

Charitable Funds

Donor-Advised Funds
Donor-Advised Funds
Donor-Advised Funds
General Field of Interest Funds
General Field of Interest Funds
General Field of Interest Funds
Community Funds

Sometimes clients and other donors share interests in similar causes and desire to pool their donations together for gifting. As the product name suggests, a Community Fund is focused around a community that donors desire to fund with various types of charitable support. Community Funds allow these donors to pool their donations together, select who will oversee the gifting of those funds, and then disburse funds to various social impact organizations.  Key characteristics and purposes of Community Funds: 1. Local Focus: Community Funds primarily serve a defined geographic region. They are deeply rooted in and committed to addressing the unique needs and challenges of their local communities. 2. Community Engagement: Community Funds actively engage with local residents, organizations, and stakeholders to identify and address community needs and priorities. They often conduct surveys, hold meetings, and collaborate with other nonprofits to ensure their grantmaking aligns with community aspirations. 3. Grantmaking: Community Funds provide grants to a wide range of local nonprofits, projects, and initiatives that address social, cultural, educational, environmental, and other community-based issues. They may have specific grant programs or be open to a broad spectrum of causes. 4. Capacity Building: Community Funds may support capacity-building efforts among local nonprofits, helping them become more effective and sustainable in addressing community needs.

Community Funds

Sometimes clients and other donors share interests in similar causes and desire to pool their donations together for gifting. As the product name suggests, a Community Fund is focused around a community that donors desire to fund with various types of charitable support. Community Funds allow these donors to pool their donations together, select who will oversee the gifting of those funds, and then disburse funds to various social impact organizations.  Key characteristics and purposes of Community Funds: 1. Local Focus: Community Funds primarily serve a defined geographic region. They are deeply rooted in and committed to addressing the unique needs and challenges of their local communities. 2. Community Engagement: Community Funds actively engage with local residents, organizations, and stakeholders to identify and address community needs and priorities. They often conduct surveys, hold meetings, and collaborate with other nonprofits to ensure their grantmaking aligns with community aspirations. 3. Grantmaking: Community Funds provide grants to a wide range of local nonprofits, projects, and initiatives that address social, cultural, educational, environmental, and other community-based issues. They may have specific grant programs or be open to a broad spectrum of causes. 4. Capacity Building: Community Funds may support capacity-building efforts among local nonprofits, helping them become more effective and sustainable in addressing community needs.

Community Funds

Sometimes clients and other donors share interests in similar causes and desire to pool their donations together for gifting. As the product name suggests, a Community Fund is focused around a community that donors desire to fund with various types of charitable support. Community Funds allow these donors to pool their donations together, select who will oversee the gifting of those funds, and then disburse funds to various social impact organizations.  Key characteristics and purposes of Community Funds: 1. Local Focus: Community Funds primarily serve a defined geographic region. They are deeply rooted in and committed to addressing the unique needs and challenges of their local communities. 2. Community Engagement: Community Funds actively engage with local residents, organizations, and stakeholders to identify and address community needs and priorities. They often conduct surveys, hold meetings, and collaborate with other nonprofits to ensure their grantmaking aligns with community aspirations. 3. Grantmaking: Community Funds provide grants to a wide range of local nonprofits, projects, and initiatives that address social, cultural, educational, environmental, and other community-based issues. They may have specific grant programs or be open to a broad spectrum of causes. 4. Capacity Building: Community Funds may support capacity-building efforts among local nonprofits, helping them become more effective and sustainable in addressing community needs.

Fiscal Sponsorships

Fiscal Sponsorships

Fiscal Sponsorships

What are Fiscal Sponsorships?
What are Fiscal Sponsorships?
What are Fiscal Sponsorships?
Pre-Approved Grant Relationships
Pre-Approved Grant Relationships
Pre-Approved Grant Relationships

Philanthropic Services

Philanthropic Services

Philanthropic Services

Complex Asset Donations
Complex Asset Donations
Complex Asset Donations
Impact Investments

‍Impact investing is an investment approach that aims to generate both financial returns and positive social or environmental impact. Unlike traditional investing, where the primary goal is financial gain, impact investing seeks to align investments with specific social or environmental goals. Key characteristics and principles of impact investing: 1. Dual Objectives: Impact investing combines financial return objectives with the intention to create measurable and positive social or environmental outcomes. Investors seek to achieve a double bottom line: profit and impact. - Intentionality: Impact investors intentionally select investments based on their potential to address specific societal or environmental challenges, such as poverty alleviation, clean energy, education, or healthcare. - Measurable Impact: A key feature of impact investing is the commitment to measuring and reporting the social or environmental impact of investments. Investors use metrics and indicators to assess whether their investments are achieving their intended goals. 2. Diverse Asset Classes: Impact investments can take various forms, including equity investments in social enterprises, loans to nonprofits, investments in sustainable real estate, and purchases of green bonds. The asset classes are diverse and can cater to different risk-return profiles.

Impact Investments

‍Impact investing is an investment approach that aims to generate both financial returns and positive social or environmental impact. Unlike traditional investing, where the primary goal is financial gain, impact investing seeks to align investments with specific social or environmental goals. Key characteristics and principles of impact investing: 1. Dual Objectives: Impact investing combines financial return objectives with the intention to create measurable and positive social or environmental outcomes. Investors seek to achieve a double bottom line: profit and impact. - Intentionality: Impact investors intentionally select investments based on their potential to address specific societal or environmental challenges, such as poverty alleviation, clean energy, education, or healthcare. - Measurable Impact: A key feature of impact investing is the commitment to measuring and reporting the social or environmental impact of investments. Investors use metrics and indicators to assess whether their investments are achieving their intended goals. 2. Diverse Asset Classes: Impact investments can take various forms, including equity investments in social enterprises, loans to nonprofits, investments in sustainable real estate, and purchases of green bonds. The asset classes are diverse and can cater to different risk-return profiles.

Impact Investments

‍Impact investing is an investment approach that aims to generate both financial returns and positive social or environmental impact. Unlike traditional investing, where the primary goal is financial gain, impact investing seeks to align investments with specific social or environmental goals. Key characteristics and principles of impact investing: 1. Dual Objectives: Impact investing combines financial return objectives with the intention to create measurable and positive social or environmental outcomes. Investors seek to achieve a double bottom line: profit and impact. - Intentionality: Impact investors intentionally select investments based on their potential to address specific societal or environmental challenges, such as poverty alleviation, clean energy, education, or healthcare. - Measurable Impact: A key feature of impact investing is the commitment to measuring and reporting the social or environmental impact of investments. Investors use metrics and indicators to assess whether their investments are achieving their intended goals. 2. Diverse Asset Classes: Impact investments can take various forms, including equity investments in social enterprises, loans to nonprofits, investments in sustainable real estate, and purchases of green bonds. The asset classes are diverse and can cater to different risk-return profiles.

Impact Due Dilligence & Category Research
Impact Due Dilligence & Category Research
Impact Due Dilligence & Category Research
Measurement & Evaluation
Measurement & Evaluation
Measurement & Evaluation

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018