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. 

UI Charitable

Daniel Blake

This department manages financial planning, accounting, and budgeting functions.

Finance Department

This department focuses on promoting the organization and managing partner relationships to drive business growth.

Marketing and Partnerships

This department is responsible for strategic decision-making and oversight of the organization's direction and investments.

Governance and Oversight

This department manages financial reporting, budgeting, and overall accounting functions.

UI Charitable

Org chart

Teams

Finance Department

Marketing and Partnerships

Governance and Oversight

Finance and Accounting

Offices

UI Charitable

Org chart

Teams

Finance Department

Marketing and Partnerships

Governance and Oversight

Finance and Accounting

Offices

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