UI Charitable offers innovative charitable financial products and services to facilitate and align donors' philanthropic objectives with their portfolio goals.
Most investors overlook the tax benefits of illiquid assets. 📉
Join @davemcclure and Daniel Blake (@UI_Charitable) for a deep dive into "Found Money: Why Smart Investors Never Donate Cash."
📅 Webinar Dates:
1️⃣ Thursday, Feb 26 @ 11 AM PT
2️⃣ Wednesday, March 4 @ 11 AM PT
Register at the link below: 👇
https://t.co/rvaqFLoKse
Key Discussion Points:
• Converting illiquid assets into immediate tax deductions.
• Managing assets within a DAF for greater long-term returns.
• Optimizing donor-advised funds for maximum philanthropic impact.
Community Funds are a powerful way to bring people together around local priorities.
By combining collective giving with local leadership and trusted infrastructure, Community Funds make it easier to create lasting impact - right where it matters most.
Donor-Advised Funds make generosity a year-round practice.
By offering flexibility, speed, and strategic clarity, DAFs help donors support causes when it matters most, not just when it’s convenient!
Before looking ahead to 2026, we’re proud to reflect on the impact of 2025.
Thanks to the generosity of our community, over $94 million was directed toward meaningful causes. Grateful for the partners and donors who make this work possible!
We decided to hop on the trend of Spotify Wrapped to reflect on a year of meaningful impact.
UI Charitable Wrapped 2025 highlights the generosity of our community, from the causes supported to the thousands of grants made possible.
What is a philanthropic back office?
We consider ourselves as one, an office to help philanthropists, donors, and high net-worth individuals achieve their charitable goals.
We are always happy to help donors achieve their charitable goals.
What’s the asset you haven’t looked at in a year? That asset could help propel you into the new year.
Check out @TradingVCs post to see how these assets can help you this year.
Most investors are sitting on a "leaking oil" asset that’s quietly draining their mental carry.
They focus on their 100x winners, but ignore the "leftovers" that are too small to be worth the hassle of a sale.
Daniel Blake says THIS is actually your biggest opportunity for 2026
"I would encourage everyone to look at their portfolio and say what asset has appreciated the most... And then you should also look at your worst assets. What's the equivalent of the car parked in the driveway, leaking oil that you haven't driven for a year?"
– Daniel Blake (@UI_Charitable) with @davemcclure and @AmanVerjee on @TradingVCs Ep.11
As you plan for 2026, consider making generosity part of your goals. It’s not just year-end—it’s a practice that can support communities all year long.
Still looking to make a year-end charitable contribution with Bitcoin?
UI Charitable accepts Bitcoin donations through the end of the year—an option for donors considering crypto and tax planning before the year closes.
Reach out here → https://t.co/5s1BYsgisS
Happy Holidays from all of us at UI Charitable!
We hope this season brings you meaningful time with the people you love. We’re deeply grateful for the relationships, partnerships, and trust that make our work possible. Here’s to closing the year with gratitude!
Don’t miss our newest podcast episode with Tom Osborn, founder & CEO of Shamiri.
Tom shares how Shamiri is transforming mental health support by bringing real care to students and communities who need it most.
🎧 Watch now: https://t.co/50sSKxeJfn
This week, Todd Manwaring is joined by Tom Osborn of the Shamiri Institute for a conversation redefining what mental health support can look like in low-resource settings.
Watch here!
https://t.co/0Okc6n0k6f
Nothing better than celebrating the season with great people!
We loved our holiday party at the Utah Mammoths game and are truly grateful for the work relationships that fuel our mission all year long!
What happens when you make the healthy choice the easy one?
@semillanueva lowered the cost of nutritious seeds, and the market took care of the rest.
Now, better corn and better nutrition are reaching more families every day.
Tune in: https://t.co/gk99CSqy79
This week, Todd Manwaring is joined by Tom Osborn of the Shamiri Institute for a conversation redefining what mental health support can look like in low-resource settings.
Watch here!
https://t.co/0Okc6n0k6f
We decided to hop on the trend of Spotify Wrapped to reflect on a year of meaningful impact.
UI Charitable Wrapped 2025 highlights the generosity of our community, from the causes supported to the thousands of grants made possible.
Fiscal sponsorship lets mission-driven teams raise tax-deductible donations, apply for grants, and operate with 501(c)(3) credibility—without waiting to form a nonprofit. At UI Charitable, we handle the admin so you can focus on impact. Fiscal sponsorship might be your solution.
It’s never too early to plan your charitable strategy.
To receive a 2025 tax deduction, contributions must be completed by December 31, 2025.
Book a call:
https://t.co/lqBmAR04T1
End of year deadlines information: https://t.co/k7ri1jvcjV
UI Charitable wasn’t built overnight.
Our founder started with Unitus, connecting donors to high-impact orgs. He later launched BYU’s Ballard Center for Social Impact, and spent decades strengthening the impact ecosystem.
That journey became UI Charitable.