Our mission is to
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!”
CEO United Charitable
We strive to inspire and elevate generosity locally and abroad for generations to come.
UC vows to adhere to all professional and organizational rules, laws, and regulations, thereby solidifying good business practices.
UC will always act in the best interest of its clients, organization, and team members.
UC demonstrates its care for you and its team members by making client service a priority.
Building trust through strong relationships founded on honesty, dependability, and accountability
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
The Mary Beth Morgan Legacy Foundation, a donor-advised fund of United Charitable, was established in 2016 by the Morgan family with a profound purpose: to honor the extraordinary life and enduring memory of Mary Beth Morgan. Mary Beth’s husband, Mark Morgan, and...
The team at United Charitable recently gathered in New York City! Team members traveled from Virginia, North Carolina, and Georgia to engage in strategic planning for the year ahead and foster team cohesion. The team enjoyed dinner where staff reflected on 2023 and...
“Do what you can, when you can, with what you have.”In the realm of giving, Kathy Connolly and Vickie Clawson hold onto a powerful belief instilled by their parents, Joanne and Victor Klein: "Do what you can, when you can, with what you have." Today, as primary...