Our mission is to
support your
charitable journey.
About United Charitable
United Charitable invites you on a journey of charitable giving and charitable doing.
We are a nonprofit organization that works closely with wealth advisors and their clients to increase a donor’s ability to do more with their contributions while minimizing their tax liability through our Donor Advised Funds. We recognize donors are instrumental in expanding the capacity of the nonprofits they care about.
For those who are inspired to participate in charitable doing, we offer Fiscal Sponsorship where we simplify the complex needs of nonprofit administration so you, the program manager, can start working on your mission right away. Through Fiscal Sponsorship, we aggregate information, educational resources, and we streamline your operations.
People choose United Charitable because we personalize giving and receiving strategies through both sides of our business, Donor Advised Funds and Fiscally Sponsored Programs. Regardless of their contribution of time, talent, or treasure, the people who work with us become inspired change-makers in their communities.
Join us so you, too, can be an inspired change-maker!
Our Mission: To grow and support each charitable journey by providing simple customized vehicles that fulfill your philanthropic endeavors.
“Here at United Charitable, we understand that each charitable journey is unique. We strive to support your goals and intentions every step of the way. With our friendly and knowledgeable staff, simple yet effective tools, and 24/7 portal, you can rest assured that your charitable journey is in the right hands. We invite you to join our community of inspired change-makers. We’re here for you!”
Julia Healey
CEO United Charitable
Our Vision
We strive to inspire and elevate generosity locally and abroad for generations to come.
Our Values
Compliant
UC vows to adhere to all professional and organizational rules, laws, and regulations, thereby solidifying good business practices.
Integrity
UC will always act in the best interest of its clients, organization, and team members.
Care
UC demonstrates its care for you and its team members by making client service a priority.
Trust
Building trust through strong relationships founded on honesty, dependability, and accountability
Dedication
UC is dedicated to building a sustainable, successful organization by sharing a vision that inspires others, embracing new responsibilities and skills, and encouraging a collaborative work environment.
Our Recent News and Announcements
Charitable Journeys: Kelly O’Brien
Hopping on to a Zoom call with Kelly O’Brien felt like a mix of landing right on Kauaʻi and attending a lecture with your favorite college professor. In front of her zoom background of Hanalei Bay, Kelly joined us in a conversation about her charitable journey. Keep...
Event Recap: United Charitable Road Runner Wrecker Service, Inc Outing
United Charitable is incredibly proud to be a part of our client’s charitable journeys and is passionate about going the extra mile to ensure that each person we interact with feels valued and supported. Road Runner Wrecker Service, Inc shares this passion with us....
FSP Spotlight: Watchlist on Children and Armed Conflict
Formed by a group of leading human rights and humanitarian organizations in response to the need for improved monitoring and reporting on violations against children in war, Watchlist on Children and Armed Conflict strives to end violations against children in armed...