How it Works
Get more out of Giving.
Do charity the DAF way and enjoy a number of strategic benefits
Benefits
Enjoy multiple benefits from your UTA account.
Taxation Benefits
Every dollar deposited into your UTA account, including administrative fees, is tax deductible
Deduction is valid immediately, even while you’re still deciding on which charities to support
Deduction is valid immediately, even while you’re still deciding on which charities to support
Accounting Benefits
One unified receipt from UTA account eliminates the need to track individual records/documentation
Your UTA receipt is all the proof required for year-end tax preparations and audit purposes
Online or certificate giving ensures you receive a tax break even on anonymous donations
Your UTA receipt is all the proof required for year-end tax preparations and audit purposes
Online or certificate giving ensures you receive a tax break even on anonymous donations
Efficiency Benefits
Your Certificate Book enables family members to handle solicitors so you don’t have to be on hand
Use your Certificate Book to make donations while on the street, at an event, or responding to mailers
Use your Certificate Book to make donations while on the street, at an event, or responding to mailers
Security Benefits
Keep your financial information safe and get a daily alert of all large certificates and online recommendations you distribute (over $1,000)
Know where recurring contributions are up to (vs. checks) and ensure auto-cutoff (vs. credit cards)
Know where recurring contributions are up to (vs. checks) and ensure auto-cutoff (vs. credit cards)
Charity Benefits
By donating online or with a certificate, even the smallest donations are recorded and deducted.
Support Benefits
Need our help? We are at your service.
Ease Your Giving
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Earn. Automate. Assist
Joining our UTA is a wonderful way to automatically allocate a percentage of earnings to charity. Many of our donors find this the easiest way to manage their ma’aser (10% of income) obligations. Simply set up a recurring donation, and our system keeps your charitable commitments up to date.
DAF Vs. Foundation
Participating in a DAF makes charity so much easier than running a private/family foundation.
Donor-advised Fund
- Has no annual distribution minimum
- Shifts liability to the UTA, leaving you with one receipt to file
- Tracks donations automatically
- Incurs absolutely no additional accounting or legal fees
- Shows only cumulative holdings, without individual donor detail
- Alerts you of user-set thresholds and balance shortages
- Allows for as much as 60% of your income to be deducted
- Provides 24/6 online access with real-time transaction updates
Private Foundation
- Must distribute at least 5% annually
- Holds you accountable for proving each check is written to a valid org
- Forces you to track receipts
- Involves all kinds of accounting and legal costs
- Makes holdings info public, giving solicitors leverage to push for more
- Puts you in charge of tracking balances and available funds
- Caps maximum contributions (and deductions) at 30% of income
- Creates withdrawal latencies and accounting glitches