United Charitable

1. To create a sustainable, scalable, and enduring organization.
2. To be accessible, available, and transparent to our constituents, the public, and our donors.
3. To become a recognized authority in fiscal sponsorship and donor advised foundation management.

1. To create a sustainable, scalable and enduring organization.
A. Increase our financial capacity through an increased number of donor-advised foundations and program accounts, and to grow the assets under management within each account. We aim to accomplish this through partnerships with professional advisors, enabling them to educate their own clients on the importance of leaving a charitable legacy through a donor-advised foundation at United Charitable.
B. Increase program revenue potential by providing education and resources to facilitate existing programs to grow and thrive.
C. Increase the infrastructure to manage larger-scale grants, crowdsource funding, and utilize technology to streamline disbursement processes, both internally and externally.

2. To be accessible, available and transparent to our constituents, the public, and our donors.
A. Provide real-time website access to program managers and donor-advised foundation advisers to their respective account information.
B. Make accessible the contribution history information to the donors of the individual programs and donor-advised foundations.
C. Make available (on our website and by request) end-of-year audited financial information to the public.
D. To be a model of best practices, good governance, and program oversight, we will continue to adhere to the recommendations of the National Network of Fiscal Sponsors and the Principles of Good Governance and Ethical Practice (Independent Sector).

3. To become a recognized authority and trusted source of information about fiscal sponsorship and donor-advised foundation management.
A. Lead industry discussion in the charitable sector by increasing the number of speaking engagements, writing educational articles, increasing our web/media presence, and continuing to improve our website to create a more robust, user-friendly interface.
B. Increase corporate-level expertise and credentials through various educational and accreditation programs.
C. Build and grow our alliances with strategic partners.

United Charitable is a trusted source of comprehensive management and oversight of donor advised funds, and fiscally sponsored programs. We are relying on the following components and resources to enable us to reach our goals:
• Dedicated and involved Board of Directors
• Committed executive leadership and staff members, and strategic partners
• Expanding client base of fiscally sponsored programs, donor advised funds, and financial/professional advisors
• Maintaining and expanding our technical expertise and infrastructure to enable increased program-related and donor-related services
• Alternative and expanded income sources to include workshops, conferences, and educational webinars
• Increasing number of strategic partnerships with other nonprofit service providers such as WeDidIt, GrantStation, RunSignUp, and Digital Donations
• Becoming a trusted source of information for the media, nonprofits, financial professionals, and the general public about our capacities and how United Charitable can expand their social impact.

In 2019, United Charitable developed several new policies, procedures, and alliances that will propel us forward toward becoming a more effective, sustainable, and transparent company. Since then, we continually update and adjust to support this goal.
Namely:
• We implemented a new insurance platform that exponentially expanded the insurance coverage for our fiscally sponsored programs. We successfully negotiated a contract that will cover the fundraising events and activities that our charitable programs are hosting across the country. Being able to mitigate the risk exposure to United Charitable significantly increases our ability to support our programs all over the country.
• In partnership with WeDidIt, United Charitable developed a crowdfunding/event fundraising platform website. We provide this system to our programs at no additional cost. With secure logins, the Program Managers of our fiscally sponsored programs are able to log in to customize this microsite to raise funds, manage fundraising events, and track their progress. With this unique system, our programs are able to raise funds AND awareness for their charitable causes. We developed this system for our programs to use social media to enhance their fundraising capacity, and for United Charitable to properly collect the funds.
• United Charitable has expanded its Program Activity Reports to request more detailed responses from our fiscally sponsored programs and the activities that they host each year. Based on this information, we are now able to report more accurately on the charitable impact of our sponsored programs.
• United Charitable is a member of the National Network of Fiscal Sponsors, several industry groups including Independent Sector, and the Partnership for Philanthropic Planning. United Charitable is also a voting member of Advisors in Philanthropy.

What we will be working on?
• Further expanding our goal of becoming thought leaders in the nonprofit community by increasing the number of discussion panels on which we participate. Our focus will be to attend/present at events geared toward financial professionals and estate attorneys about the benefits of establishing donor-advised foundations. We plan to host online discussions, as well as to attend in-person events.
• Researching technology to streamline our operations in order for United Charitable to keep costs at minimal levels.