Ui Charitable Advisors
UI Charitable Advisors is an advisory firm that helps investment advisors empower their clients to give more impactfully. We work with both financial advisors and donors to establish philanthropic vehicles such as Donor-Advised Funds and Fiscal Sponsorships to provide flexibility and visibility through our proprietary platform. In addition to traditional US-based charitable giving, UI Charitable Advisors helps clients to grant internationally and participate in global impact investments that can provide financial returns back into their DAF. In addition to our DAF, Fiscal Sponsorships, and Impact Investing products, we also assist with Complex Asset Transfers, Field of Interest Funds, Pooled Community Funds, and Foundation Management.
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Verified contacts
2
available on Kipplo
LinkedIn employees
21
11 to 50 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
39
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- RL
Riley Lesueur
Manager, Strategic Partnerships · General Business & Management
EmailPhone - SL
Sarah Lundskog
Program Director, Fiscal Sponsorship · General Business & Management
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Top roles at Ui Charitable Advisors
2 distinct titles indexed · top 2 shown.
- 1manager, strategic partnerships
- 1program director, fiscal sponsorship
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