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

CGP Spotlight: The Cheesecake Factory HELP Fund

CGP Spotlight: The Cheesecake Factory HELP Fund

The Cheesecake Factory cares deeply about supporting their staff and understands that outstanding service and hospitality do not stop with serving what is on their menu. They also know that tragedy and disasters cannot be anticipated. Because of this, The Cheesecake...

FSP Spotlight: Cause San Diego

FSP Spotlight: Cause San Diego

United Charitable is honored to empower our clients to be the change they want to see in the world. Cause San Diego, a fiscally sponsored program of United Charitable, is all about connecting business leaders that are addressing the biggest challenges San Diego faces....

Event Recap: United Charitable Office Ribbon Cutting

Event Recap: United Charitable Office Ribbon Cutting

On Tuesday, September 13th, United Charitable and members of our community of inspired-changemakers joined us for an afternoon of wonderful company, great food, and a little bit of confetti to celebrate the official opening of the United Charitable office located in...