Impact Services
Your Personal Philanthropic Team
You deserve to leave your mark in a thoughtful and specific way. At UI Charitable Advisors, our goal is to make
accomplishing your giving goals as easy as possible. Our Donor-Advised Fund goes beyond simply facilitating donations.
Through our Impact Services, we help you personalize your philanthropy with impact that is tailored to solving the issues that you care most about. Our team is laser-focused on finding reputable organizations around the world with outcome-focused solutions. After strategic grants and impact investments are made, our team will report back to you to help you understand the magnitude of your impact.
Through a UI DAF, you can leverage our Impact Services team as your personal philanthropic team. We focus on the planning and execution so donors can focus their time on making strategic and thoughtful choices with their giving.
Through our Impact Services, we help you personalize your philanthropy with impact that is tailored to solving the issues that you care most about. Our team is laser-focused on finding reputable organizations around the world with outcome-focused solutions. After strategic grants and impact investments are made, our team will report back to you to help you understand the magnitude of your impact.
Through a UI DAF, you can leverage our Impact Services team as your personal philanthropic team. We focus on the planning and execution so donors can focus their time on making strategic and thoughtful choices with their giving.
Our Process
Create a Giving Plan
First, we understand your giving goals and objectives so they can be activated into a personalized plan.
Curate Giving Opportunites
We find impact investment and grant opportunities based on your impact, geographic, and investment preferences.
Reviewing & Reporting
We perform all the financial and impact due diligence for you as well as provide ongoing reporting.
This allows you to constantly learn and refine your giving plan.
Engage with
Donor Impact
Services
Donor Impact
Services
Identify Goals
Define the problems & outcomesyou care most about
Discovery
Detailed research on the problemSearch
Discover and vet organizationsFund
We manage the fundingInsights
Reporting on impactEngage with
Donor Impact
Services
Donor Impact
Services
Identify Goals
Define the problems & outcomesyou care most about
Discovery
Detailed research on the problemSearch
Discover and vet organizationsFund
We manage the fundingInsights
Reporting on impactWorking With Impact Services:
Case Studies
Case Studies
Many lives have been changed through the generosity of Donor-Advisors like you.
Explore some of the impact made by
individuals and their families through our DAF.
individuals and their families through our DAF.
Strategic Giving
PDF Download
Family Giving
PDF Download
Impact Portfolio Companies of
UI DAF Donors
UI DAF Donors
Here are some of the impact focused organizations donors have made strategic grants,
loans, or equity
investments in with the support of UI Charitable Advisors.
investments in with the support of UI Charitable Advisors.
Upaya Social Ventures
India, Recoverable Grant
LIB Solar
Loan, Liberia
Change Water Labs
Equity, U.S. based, Global
Beneficial Returns
Recoverable Grants, South/Central America/Southeast Asia
Maternova
Equity, U.S. based, Global
Central Park Bees
Loan, Tanzania
Seedstars
Recoverable Grant, South Africa
LEAF
Recoverable Grant & Equity, India
Navajo Power Home
Grant, U.S. Navajo Nation
Our aim is to help you amplify your impact.
Connect with Impact Services.
Let's make an impact!Connect with Impact Services.
Schedule Here