Philanthropic advisory firm with the industry's most flexible Donor-Advised Fund.
UI Charitable is a leading philanthropic advisory firm dedicated to empowering investment advisors and their clients to achieve greater impact through strategic giving. Specializing in Donor-Advised Funds (DAFs) and Fiscal Sponsorships, UI Charitable provides flexible and transparent solutions via its proprietary platform, enabling effective charitable contributions. UI Charitable is committed to facilitating both traditional US-based charitable giving and international grants, as well as engaging in global impact investments that offer financial returns to Donor-Advised Funds.
Beyond DAFs, Fiscal Sponsorships, and Impact Investing, UI Charitable supports clients with a range of services including Complex Asset Transfers, Field of Interest Funds, Pooled Community Funds, and comprehensive Foundation Management. By offering these diverse philanthropic tools, UI Charitable ensures that clients can tailor their giving to align with their values and maximize their charitable impact. UI Charitable is dedicated to building lasting relationships with advisors and donors, fostering a culture of philanthropy that drives positive change in communities worldwide.
At UI Charitable, the mission is to create a more impactful and sustainable world through strategic philanthropy. Information will be completed soon with the support of the company’s management. We invite the manager of UI Charitable to create a customized and exclusive company showcase and product listing on our platform.
Compare UI Charitable with 3 companies in Financial-Services
| Comparison Field |
UI CharitableMain Company |
Hamilton Community F...View Profile |
ESG & CSR BoardView Profile |
perseedUView Profile |
|---|---|---|---|---|
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Founded Year
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— | 1954 | 2007 | 2018 |
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Company Size
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— | 11-50 | 11-50 | 2-10 |
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City
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Hamilton, Ontario | Sankt Gallen, St Gallen | ||
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Country
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Canada | |||
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Skills & Keywords
Comparing with main company
|
14 Total Skills
Philanthropic Advisory
Donor-Advised Funds
Impact Investing
Fiscal Sponsorships
Foundation Management
Charitable Giving
Financial Advisors
investment advisor
DAFs
financial advisor
social impact
impact investing
philanthropy
donor-advised funds
|
11 Total
11 Unique
Unique Skills:
charitable funds
charitable giving
collective giving
community needs
corporate philanthropy
field of interest funds
+5
|
18 Total
18 Unique
Unique Skills:
community
community management
confidential
corporate citizenship
corporate giving
corporate social responsibility
+12
|
7 Total
7 Unique
Unique Skills:
blockchain
edtech
ESG investment
fintech
recruiting
SDGs
+1
|
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