Financial Advisors
Benefits of working with UI & using the UI Triple DAF as a financial advisor
Our aim is to make philanthropy and impact investing easy and accessible so donors can make the most impact with their Donor-Advised Fund. We achieve this by simplifying the Donor-Advised Fund (DAF) donation process, removing barriers to giving, and partnering with their financial advisors. The result is the flow of philanthropic financing as grants or impact investments reaching meaningful nonprofits and companies, both domestic and international.
HIGHLIGHTS
- Advisory manages DAF investment strategy
- No minimum advisory size
- Advisor portal access
- International giving
- UI Client Engagement Team
- Exclusive impact investing
Process of Setting up a DAF
Create UI Triple DAF Accounts
First, create your Advisor Access account on UI Triple DAF here. From your personal Advisor Portal, you can create new Donor-Advised Funds for clients and manage existing ones.
Create the Custodian Account
One of the unique aspects of University Impact, is we will allow the funds to be managed within your choice custodian (TD/Schwab, Fidelity, Vanguard, eTrade, Pershing, Dunham, etc). Once you have created an account, send an email to processing@uitripledaf.org and we will provide the information you need to create the account.
Fund the DAF
Funding the DAF will depend on the type of asset you would like to donate. For the most common scenarios click here. For inquiries into all other assets, please email processing@uitripledaf.org.
Resources, Marketing Materials & Case Studies
Tools to be used by Financial Advisors