Open a New DAF

UI Charitable Advisors has simplified the process to open a DAF into three easy steps:  

Step 1:  Create your online portal accounts. 

• Create your Advisor Account HERE.

  • This account allows advisors to view all of current UI DAFs, request grants on clients’ behalf, invite new clients to create accounts, and more. 

  • From the Advisor Account, send an invite to the client to create their Donor Portal Account.

• The client will be able to view their account balance, request grants, download statements, etc. from their portal account. 

Step 2:  Open the investment account with your preferred custodian.

With the open architecture of the UI DAF, advisors can use a preferred custodian. Contact support@uicharitable.org and provide the name of your preferred custodian, then:

• UI Charitable Advisors will send the advisor the needed account application, prefilled with University Impact nonprofit information.  

• The advisor’s team will simply add the firm’s information, then send it to the listed authorized signers via DocuSign for signatures.

• Once signed, the advisor team will submit the document package to your custodian to open the account.

Step 3: Fund the new DAF account. 

See the “Make a Contribution” section for details on how to fund a UI DAF.