01 · The opportunity
More clients are thinking about charitable giving.
As clients plan for wealth, legacy, and long-term impact, charitable giving often becomes part of the conversation. Advisors are in a strong position to help clients think through those goals, but the administrative side of charitable giving can quickly become complex.
United Charitable gives advisors a trusted partner for that work, so clients can move forward with confidence and advisors can stay focused on the larger planning relationship.
02 · The answer
How advisors can support charitable giving.
Advisors can support charitable giving by partnering with a sponsoring 501(c)(3) like United Charitable. We handle the donor advised fund, while the advisor continues to guide the broader client relationship.
Your client can open a fund, contribute charitable assets, and recommend grants to the causes that matter to them. You manage the assets and remain part of the planning conversation. We handle the giving: compliance, grant processing, and reporting.
03 · The model
A partnership that supports your practice.
United Charitable administers the donor advised fund, including contributions, grant review, grant processing, reporting, and compliance support. Your client maintains an active role in their giving, and you remain the advisor they trust for the larger planning relationship.
The experience is designed to feel collaborative, not disconnected. You manage the assets and guide the client. We support the charitable giving structure behind the scenes.
04 · What you and your clients gain
Built for advisors and the clients you serve.
For your clients, it is a simple way to give that fits their financial plan. For your practice, the benefits compound.
Deeper, longer relationships built on more than returns.
A reason to bring the next generation of a family into the conversation.
Support for legacy and estate planning without new administrative load.
A way to stand out from advisors who only talk about performance.
Tax treatment varies by client, so those conversations should still route through each client’s own tax advisor. We give you the structure, not the tax opinion.
05 · Trust