What Makes the UI DAF Unique?

The UI DAF offers unparalleled flexibility and support to both wealth advisors and their clients.

Advisors prefer:

• The streamlined processes to efficiently and affordably accept a wide variety of assets.

  • Clients can easily contribute:

    • Cash and public securities

    • Private business interests

    • Real estate

    • Cryptocurrency

    • Fine art and other unique assets

• Open architecture permits advisors to manage the DAF assets consistently with the rest of a client’s portfolio: 

  • Use a preferred custodian

  • Invest the assets

  • Earn an investment management fee 

  • Make alternative investments

• Personalized support for clients to accomplish personal philanthropic goals 

With a UI DAF, clients can:

• Recommend grants to domestic and international organizations

• Make impact investments in mission-focused organizations 

• Receive personalized giving recommendations