UI Charitable

UI Charitable is an advisory firm that helps investment advisors empower their clients to give more impactfully. We work with both financial advisors and donors to establish philanthropic vehicles such as Donor-Advised Funds and Fiscal Sponsorships to provide flexibility and visibility through our proprietary platform. In addition to traditional US-based charitable giving, UI Charitable Advisors helps clients to grant internationally and participate in global impact investments that can provide financial returns back into their DAF.

In addition to our DAF, Fiscal Sponsorships, and Impact Investing products, we also assist with Complex Asset Transfers, Field of Interest Funds, Pooled Community Funds, and Foundation Management.