JL
Jacob Lundskog
Director Of Operations And Technology at Ui Charitable Advisors
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Work Experience
Director Of Operations And Technology
Aug 2023 - Present · 1 years and 5 months
Chief Information Security Officer
Sep 2023 - Present · 1 years and 4 months
Director Of Technology
Apr 2023 - Present · 1 years and 9 months
Company Details
11-50 Employees
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.
Year Founded
2019
Social Media
Linkedin
Industry
Financial Services
HQ Location
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Keywords
impact investingsocial impactinvestment advisorfinancial advisorphilanthropydonor-advised fundsand DAFs
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