Based in Virginia, United Charitable is a not-for-profit organization offering simple vehicles that allow for effective charitable giving, such as the donor-advised fund (DAF). A DAF is a proven and personal giving solution that aggregates charitable giving dollars and maximizes tax-relief while also helping donors to give on their own timeline, grow their charitable funds, and safely recommend grants. The United Charitable team tailor services to the specific needs of its clientele, which include wealth advisors and their donor clients.
When it comes to serving wealth advisors, clients benefit from expert insight into the most effective giving strategies for their situation. United Charitable’s representatives are well aware of how crucial the trust between advisor and client is. They strive to support this relationship by translating the charitable passion a wealth advisors’ client may have for a particular cause into the most effective, impactful philanthropic endeavor possible.
Through a DAF, donors and their wealth advisors, can simultaneously streamline giving processes and maximize charitable results. When it comes to working with DAFs, focus is committed to engaging with clients in accordance with their specific charitable vision and passions.
