Select Page

About Us


Financial Advisors

Donor Services

Contact Us

UI DAF Funding Options

There are multiple ways to fund a UI Donor-Advised Fund. Once your client’s account has been created and they have signed their UI 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

Transfer from an existing DAF to a UI DAF

Your client can contribute to their UI DAF from another DAF host.  In order to transfer a 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
3507 N University Ave, Suite 125
Provo, UT 84604

Gifts of Securities

UI Charitable Advisors 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 DAF account.

Gifts of Cash

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


Complex Assets

The UI DAF accepts complex 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 complex asset donations to UI Charitable Advisors, please email with the type of asset your client is considering donating.

Contact UI Charitable Advisors at or (385)-286-5900 if you have questions.