UI Charitable Advisors
UI Charitable Advisors is a 501(c)(3) public charity operating a Donor-Advised Fund platform with white-labeled portals for financial advisors, complex-asset donation services, and integrations into Orion, LPL Financial, and Northwestern Mutual ecosystems.
- Company typePrivate
- Founded2018
- HeadquartersProvo, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What UI Charitable Advisors does
UI Charitable Advisors is the commercial brand of University Impact, a 501(c)(3) public charity (EIN 82-1504018) established in 2018 in Provo, Utah, with administrative and technical services delivered under service agreements by UI Ventures LLC. The organization operates a platform of philanthropic vehicles centered on Donor-Advised Funds (DAFs) and supplemented by Field of Interest Funds, Community Funds, Emergency Funds, and Fiscal Sponsorship services. It specializes in complex-asset donations — real estate, private business interests, limited partnership shares, oil and gas, and cryptocurrency — and, through a partnership with Unchained, offers a collaborative-custody Bitcoin DAF that allows contributions, custody, and grant-making entirely in bitcoin without USD conversion.
The technology stack centers on a Donor Portal and an Advisor Portal (current version 2.7.0 as of May 2025), with single sign-on integration into Orion for portfolio-management workflows, electronic consent via DocuSign, and a white-label configuration that lets RIAs deliver DAF services under their own brand. Distribution is anchored on financial advisors and RIAs, with platform-level availability on LPL Financial Network (June 2025) and Northwestern Mutual Private Wealth Management (May 2025), plus named relationships such as Sanctuary Wealth Advisors. Marketing combines an extensive blog and podcast (Impact Innovations) with conference participation at NAPFA, TradePMR Synergy, Orion Ascent, Future Proof Retreat, and NAEPC webinars.
Revenue mechanics are not publicly disclosed; the organization describes its pricing as low administration fees billed annually on DAF administration, with fee structures quote-based. As a nonprofit, UI Charitable files Form 990s (2020–2024 published) and supplements DAF administration with fiscal-sponsorship services, impact bootcamps, and a paid-internship placement program (200+ students trained, 700+ students introduced, 150+ interns placed).
UI Charitable Advisors firmographics
Firmographics- Name
- UI Charitable Advisors
- Legal name
- University Impact
- Website
- https://uicharitable.org
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- UI Charitable Advisors is a 501(c)(3) public charity operating a Donor-Advised Fund platform with white-labeled portals for financial advisors, complex-asset donation services, and integrations into Orion, LPL Financial, and Northwestern Mutual ecosystems.
- Ownership category
- akta.pro rank
UI Charitable Advisors industry classification
Industry- Product category
- Philanthropic Advisory & Donor-Advised Fund Administration
- NAICS
- Grantmaking and Giving Services (81321), Other Grantmaking and Giving Services (813219)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)
- akta.pro secondary industries
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)
Keywords
Where UI Charitable Advisors is headquartered
LocationHeadquarters
- HQ city
- Provo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
UI Charitable Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Donor-Advised Fund Administration: UI Charitable charges administrative fees for managing Donor-Advised Funds. The website references 'low administration fees' but specific pricing is not publicly disclosed. Revenue comes from fees charged to donors for DAF management, investment management, and grant administration services.
- Private-Labeled DAF Services: UI Charitable offers white-labeled DAF programs for financial advisory firms, managing all administrative, legal, and technical aspects of the branded charitable vehicle.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Donor-Advised Fund administration with low fees |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
UI Charitable Advisors product offering
Product offeringCore offering
UI Charitable Advisors operates a philanthropic platform offering Donor-Advised Funds (DAFs), field-of-interest funds, fiscal sponsorships, and specialized complex-asset donation services for individuals, financial advisors, and nonprofits. The company provides web-based donor and advisor portals, white-labeled DAF programs for RIAs, and integrations with major wealth management platforms (Orion, LPL Financial, Northwestern Mutual). Revenue is generated primarily through administrative and management fees on DAF assets.
Product overview
UI Charitable Advisors provides a unified platform of philanthropic vehicles centered on Donor-Advised Funds (DAFs), augmented by specialized fund types and advisory services. The core offering includes the standard DAF (a flexible charitable savings account with tax benefits and grant-making flexibility), supplemented by General Field of Interest Funds (for cause-specific giving), Emergency Funds (for crisis response), Community Funds (for local initiatives), and Fiscal Sponsorships (for emerging projects). The company also offers a Private-Labeled DAF program for RIAs seeking to brand charitable services. Key service modules include Complex Assets Donation (handling appreciated assets, real estate, private equity, cryptocurrency) and Charitable Bunching (tax optimization through front-loaded contributions). The technology platform consists of a Donor Portal and Advisor Portal (with version 2.7.0 released May 2025), featuring integrations with Orion (portfolio management), Unchained (Bitcoin custody), and DocuSign (electronic consent).
Differentiator
Problem solved
Functional benefit
Products and services
- Donor-Advised Fund (DAF) A charitable savings account sponsored by a 501(c)(3) public charity that allows donors to make contributions, receive immediate tax deductions, recommend grants to charities over time, and invest assets for tax-free growth.
- Private-Labeled Donor-Advised Fund A white-label DAF program enabling financial advisory firms to offer charitable giving vehicles under their own brand without building or administering the program themselves. UI Charitable manages all administrative, legal, and technical aspects.
- General Field of Interest Fund
Quantifiable outcome
- $540,000 net savings for family donating $2M of business equity to DAF before $10M sale
- +1 more outcomes
Companies that use UI Charitable Advisors
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
UI Charitable Advisors technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature3 records
UI Charitable Advisors partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- OrioncoreIntegration partnership. Orion is a prominent wealth management platform. UI Charitable has integration with Orion for single sign-on functionality, allowing advisors to access DAF services through their existing Orion workflow.
- Encorestate PlansminorPartner logo displayed on UI Charitable homepage. Encorestate Plans provides estate planning services.
- UnchainedcoreStrategic partnership enabling collaborative custody Bitcoin DAFs. Donors can contribute bitcoin directly to their DAF, store it securely in a multisig vault, and send bitcoin directly to nonprofits without converting to and from US dollars. One of the first DAF offerings enabling contributions, custody, and giving all in bitcoin.
- LPL Financial NetworkcoreUI Charitable is available to advisors on the LPL Financial Network, one of the largest independent broker-dealers, enabling advisors to offer DAF services to their clients.
- Northwestern Mutual Private Wealth ManagementcoreUI Charitable is approved on Northwestern Mutual's private wealth management platform, providing access to their high-net-worth client base.
- Sanctuary Wealth AdvisorscoreSanctuary Wealth Advisors is leveraging UI Charitable to elevate philanthropic planning for their clients.
- NAEPC (National Association of Estate Planners & Councils)minorUI Charitable Advisors sponsors NAEPC webinars for estate planning professionals.
- XY Planning NetworkminorUI Charitable partnered with XY Planning Network, a network of fee-only fiduciary financial advisors.
- SavologyminorUI Charitable conducted a co-marketing webinar with Savology, a financial planning platform.
- University ImpactcoreUniversity Impact is the parent nonprofit organization. UI Charitable is the name used for combined programs and services of University Impact, which has entered into service agreements with UI Ventures LLC. University Impact (EIN: 82-1504018) is the tax-exempt public charity described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
UI Charitable Advisors competitors and assessment
Company assessmentEmerging players
- ImpactAssets: Donor-advised fund and impact investing platform aligned with mission-driven philanthropy. Comparable in DAF-plus-impact-investing positioning; smaller and more niche than UI Charitable, but a closer philosophical match.
- Daffy: Tech-forward DAF platform targeting mass-affluent and digitally native donors. Overlaps with UI Charitable on the DAF product category but targets a fundamentally different (consumer, lower-AUM) segment versus UI Charitable's RIA/HNW focus.
- Foundation Source: Provider of administrative and philanthropic services for private foundations, with adjacent DAF offerings. Comparable in the broader private philanthropic services space; differentiated by its private-foundation focus versus UI Charitable's DAF-centric model.
Others
- Chariot: Charitable giving platform that is also an active technology partner of UI Charitable. Adjacent rather than directly competitive — both operate in donor-advised giving, but Chariot is positioned more as a giving search/recommendation tool than a DAF sponsor.
Direct peers
- Renaissance Charitable Foundation: Independent DAF sponsor focused on advisor-served HNW donors with white-label-style offerings. Closest head-to-head comparable to UI Charitable in size, mission, and advisor-channel go-to-market.
- National Philanthropic Trust (NPT): Independent, large-scale DAF sponsor that serves both donors and institutions. Closely comparable to UI Charitable in sponsor model, but with materially larger AUM and longer operating history.
- American Endowment Foundation (AEF): Independent DAF sponsor emphasizing customized giving solutions, complex assets, and advisor partnerships. Highly comparable on product mix and advisor-channel model, though larger and longer-established than UI Charitable.
Broad incumbents
- Schwab Charitable: The second-largest U.S. DAF sponsor, affiliated with Charles Schwab. Directly comparable as a DAF sponsor serving HNW donors and advisors; UI Charitable competes primarily on white-label and complex-asset flexibility rather than on scale or cost.
- BNY Mellon Charitable Gift Fund: Custodian-affiliated DAF sponsor serving HNW clients and their advisors. Overlaps with UI Charitable on donor and advisor segments; broader portfolio and institutional trust positioning differentiate it.
- Fidelity Charitable: The largest U.S. donor-advised fund sponsor, holding tens of billions in DAF assets. Directly comparable as a DAF sponsor, but with vastly greater scale, brand recognition, and a self-clearing model that bypasses the white-label RIA distribution that UI Charitable targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
UI Charitable Advisors social profiles
Digital presenceUI Charitable Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
UI Charitable Advisors leadership team
Management profileNumber of profiles
Profiles9 records
UI Charitable Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UI Charitable Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about UI Charitable Advisors
What does UI Charitable Advisors do?
UI Charitable Advisors operates a philanthropic platform offering Donor-Advised Funds (DAFs), field-of-interest funds, fiscal sponsorships, and specialized complex-asset donation services for individuals, financial advisors, and nonprofits. The company provides web-based donor and advisor portals, white-labeled DAF programs for RIAs, and integrations with major wealth management platforms (Orion, LPL Financial, Northwestern Mutual). Revenue is generated primarily through administrative and management fees on DAF assets.
Is UI Charitable Advisors a public or private company?
UI Charitable Advisors is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was UI Charitable Advisors founded?
UI Charitable Advisors was founded in 2018. It employs 11 to 50 people.
Where is UI Charitable Advisors based?
UI Charitable Advisors is headquartered in Provo, United States, in the North America region.
How does UI Charitable Advisors make money?
Two revenue lines are on record. Donor-Advised Fund Administration is the primary driver. The others are private-Labeled DAF Services.
Who are UI Charitable Advisors's main competitors?
Emerging players on record are ImpactAssets, Daffy and Foundation Source. Chariot is listed as an others. Direct peers are Renaissance Charitable Foundation, National Philanthropic Trust (NPT) and American Endowment Foundation (AEF). Broad incumbents are Schwab Charitable, BNY Mellon Charitable Gift Fund and Fidelity Charitable.
Does UI Charitable Advisors have an API?
No public API is recorded for UI Charitable Advisors.
What industry is UI Charitable Advisors in?
UI Charitable Advisors's product category is Philanthropic Advisory & Donor-Advised Fund Administration. Its primary akta.pro industry code is BPAGAKAF, Donor-Advised Fund (DAF) Sponsors, with a secondary code of FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments). Its NAICS code is 81321 and its SIC code is 6282.