01 · The Toolkit
Tools that support your practice.
How they strengthen your core offering.
01
Grow your assets under management.
The charitable dollars stay in your book. You keep managing the assets inside your client’s fund, rather than watching them leave for a private foundation or another firm.
02
Offer giving without becoming the expert.
You bring philanthropy into the conversation and let us carry the technical side. You stay the trusted advisor; we handle the charitable mechanics.
03
Hold the relationship across generations.
A donor advised fund is often run alongside a client’s children. That keeps you in the room as wealth transfers, and gives you a better chance of retaining the family’s assets from one generation to the next.
04
Deepen the relationship on values.
Giving connects you to clients on what they care about, not only on performance. Those are the conversations that hold a relationship for the long term.
02 · Resources
Resources for client conversations.
Talking about giving is easier with the right materials in hand. We provide educational resources and planning frameworks you can use to walk clients through their options.
These resources are educational. They are not tax or legal advice, and clients should still consult their own tax and legal advisors before making decisions about a gift.
03 · In your workflow
How it fits into your workflow.
The point of all this is that your day does not get more complicated. United Charitable operates behind the scenes, so the giving feels like part of your practice while we carry the administration. You focus on the relationship. We run the back office.