01 · Mission, Vision, Values
Our mission
To empower every charitable journey by providing accessible, tailored solutions that streamline philanthropy and drive meaningful change.
Our vision
We want a world where every act of giving sparks something larger, where the barriers that usually slow generosity down come out of the way, and where individuals and organizations have the tools to create lasting change.
Our values
How we work.
Compliant.
We meet every legal and regulatory standard, so giving is handled the right way.
Integrity.
We act with honesty and transparency in everything we do.
Care.
We treat every donor, program, and gift with genuine attention.
Trust.
We earn confidence by doing what we say we will do.
Dedication.
We stay committed to the people and causes we serve.
02 · What we do
Give and Do, side by side.
For donors, we offer donor advised funds: a simple, tax-efficient way to give to the causes you care about, on your timeline.
For social entrepreneurs, we offer fiscal sponsorship: the backing to run a charitable program as a project of United Charitable, without forming your own nonprofit. We also support corporate giving and, through Athletes Charitable, a division of United Charitable, philanthropy built around an athlete’s platform.
03 · President & CEO
Julia Healey.
Julia sets the vision for United Charitable, oversees its strategic initiatives, and works with the Board of Directors to grow the organization.
Our team
Our Headquarters team.
04 · Board of Directors
Our board of directors.
Our board brings outside expertise in law, wealth management, and nonprofit leadership.
Aejaz Dar
Board Chair
Attorney at Yates Campbell & Hoeg LLP; nearly two decades in estate and philanthropic planning.
Emily Daniels
Treasurer
More than 20 years in complex wealth and philanthropic planning; degrees from Hampton University, Columbia Law School, and Indiana University’s Kelley School of Business.
Danielle Spence
Director
Vice President and Wealth Advisor at Bernstein Private Wealth Management.
Monica Gray
Director
CEO of the YWCA National Capital Area.
05 · Trust
Transparency and accountability.
We hold Candid Platinum Transparency for 2024 and a Charity Navigator Four-Star rating. Our IRS Form 990 and independent financial audits for 2024, 2023, and 2022 are published, and we are registered in more than 40 states. Our EIN is 20-4286082. You can review the details on our Financial Legal page.
Held to a higher standard
Independently rated for transparency and financial health, with our finances audited and published every year.
501(c)(3) · EIN 20-4286082Find your path
Find your path.
How DAFs Work
For Donors
Open a donor advised fund and give to the causes you care about, on your timeline.
Partner With Us
For Advisors
Offer your clients charitable planning without adding work to your practice. We run it behind the scenes.
How FSPs Work
For Program Managers
Bring a charitable idea to life as a fiscally sponsored project of United Charitable.
Athletes Charitable
For Athletes
Build a giving program that reflects your values, through Athletes Charitable, a division of United Charitable.
Connect
Connect with Julia Healey.
Thank you for your interest in connecting with Julia.
Whether you have a question, would like to discuss a potential collaboration, inquire about a speaking opportunity, or simply want to start a conversation, we’d love to hear from you.
We look forward to connecting with you!
Prefer email? Write to julia@unitedcharitable.org with a brief description of your inquiry, and a member of our team will respond as soon as possible.