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UI Triple DAF Funding Options

There are multiple ways to fund a University Impact Donor-Advised Fund. Once your client’s account has been created and they have signed their UI Triple DAF Agreement, they can contribute various types of assets to their DAF account.

Find out all the ways to help your client contribute to their DAF below. For questions please contact UI at processing@uitripledaf.org.

Transfer from an existing DAF to a UI DAF

Your client can contribute to their UI Triple DAF from another Donor-Advised Fund host.  In order to transfer a donor-advised fund (DAF) your client will need to contact their current DAF host (i.e. Fidelity Charitable, Community Foundation, etc) and provide them with the amount they wish to transfer, University Impact’s Federal Tax ID # 82-1504018, and the following address:

University Impact
3305 N University Ave, Suite 275
Provo, UT 84604

Gifts of Securities

University Impact (UI) is pleased to accept gifts of stock. A stock contribution is valued based on IRS regulations. The value of the security on the day that it is credited to a UI account.

Gifts of Cash

You client can fund their UI Triple DAF with cash through a check or wire transfer.

 

Alternative and other assets

University Impact’s donor-advised fund accepts alternative and other asset donations. Some common alternative assets
we’ve received include:

  • Private business interests
  • Cryptocurrency
  • Real Estate
  • Private Equity or Venture Capital interests
  • And others

To inquiry about other alternative asset donations to University Impact, please email processing@uitripledaf.org with the type of asset your client is considering donating.

Contact UI at processing@uitripledaf.org or (385)-254-2944 if you have questions.