United Charitable

Charitable Giving Charitable Doing

aka United Charitable   |   Tysons, VA   |  www.unitedcharitable.org

Mission

United Charitable is a 501(c)(3) nonprofit organization. Our mission is to grow and support each charitable journey by providing simple customized vehicles that fulfill your philanthropic endeavors.

Notes from the nonprofit

United Charitable is a non-profit organization that helps wealth advisors, donors, and social entrepreneurs make a greater impact with their giving. We work 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 Donor Advised Funds. These donors are instrumental in expanding the capacity of the non-profits they care about. We also offer Fiscally Sponsored Programs where we simplify the complex needs of non-profit administration. Program managers are able to focus on their missions while we aggregate information and streamline operations. People choose United Charitable because we personalize giving and receiving strategies through both sides of our business. The people who work with us, regardless of their contribution of time, talent, or treasure, create a greater impact with their gift.

Ruling year info

2008

Chief Executive Officer

Julia Healey

Main address

8201 Greensboro Drive Suite 702

Tysons, VA 22102 USA

Show more contact info

EIN

20-4286082

NTEE code info

Philanthropy / Charity / Voluntarism Promotion (General) (T50)

Public Foundations (T30)

Other Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (T99)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2019, 2018 and 2017.
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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

United Charitable strives to inspire and elevate generosity locally and abroad for generations to come.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Teenok Heart Foundation

To offer an extra breath of life to existing hospital programs in pediatric cardiology.

Population(s) Served
Children and youth

To allow the special needs community to learn water safety, swim skills, stand up paddleboard lessons and seasonal camps, also offering school year tutoring in an environment that promotes global development. The overall effect of the program will allow these individuals to improve upon and expand their world and the world of all those involved in their lives and influence their communities in a positive manner.

Population(s) Served
Children and youth

Magic with a Mission...Spreading Joy, Hope, and Laughter!

Population(s) Served
Families
Economically disadvantaged people

DearTomorrow is a digital and archive project where people share letters, photos, and videos to their children, family, or future self about their promise to take action on climate change. Messages are shared on the website deartomorrow.org and through social media, traditional media, and art projects to increase motivation and to open up a conversation about why we need action now on climate change. Our vision is to collect 10,000 original messages and reach 20 million people by 2020.

Population(s) Served
Age groups

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of volunteers

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Our program managers have volunteers who assist them in carrying out their charitable mission. Our programs have volunteers all across the U.S., and some who are assisting in other countries.

Number of fiscal sponsorship dollars distributed

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Our fiscally sponsored programs support many varied charitable fields of interest, all across the country. These figures highlight grants to individuals, scholarships, and donations to 501(C)(3) orgs

Number of fiscal sponsor applicants sponsored

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

United Charitable fiscally sponsors programs related to any charitable field of interest.

Number of volunteer hours

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Number of academic scholarships awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

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.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • Who are the people you serve with your mission?

    United Charitable serves individuals, families, companies, social entrepreneurs, and anyone looking to make a difference through charitable giving and charitable doing.

  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Focus groups or interviews (by phone or in person),

  • How is your organization using feedback from the people you serve?

    To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals,

  • What significant change resulted from feedback?

    United Charitable believes in meaningful and positive user experiences. We continuously rely on the feedback from the people we serve to make adjustments that help improve our services. Recently, through our feedback mechanisms, we learned that devoting time to simple yet practical things such as helping our community members login into their online portal and walk them through the different tools available to them, empowers them to feel comfortable and confident to use it on their own.

  • With whom is the organization sharing feedback?

    Our staff, Our board,

  • How has asking for feedback from the people you serve changed your relationship?

    Providing feedback opportunities has helped bolster our relationship with our community members. They feel heard and supported, while we benefit by learning how to better provide our services.

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive,

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback,

Financials

United Charitable
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

United Charitable

Board of directors
as of 4/8/2021
SOURCE: Self-reported by organization
Board chair

Bruce McClintock

CEO, Zenith Advisors Group

Term: 2013 - 2021

Blaque Haston

General Manager | ERA Sellers & Buyers Real State

Dennis Kelly

Strategic Advisor | Incenta | Washington DC

Matteo Sabattini

Director IP Policy | Ericsson Inc. | Washington, DC

Geoff Brown

Partner | Withum and Brown | Bethesda, MD

Bruce McClintock

Brigadier General, USAF (Ret) | CEO, Zenith Advisors Group | Colorado Springs, CO

Joan Townsend

Board Chair | Retrak America | Washington, DC

Aejaz Dar

Attorney | Yates Campbell & Hoeg LLP | Fairfax, VA

Renuka Racha

Consultant | Mobile, Wireless & Telecommunications Industry

Julian Martinez

Director of Program Development| SER |Alexandria, VA

Ryan Ramirez

Director of Business Development |Collage Group |Bethesda MD

Julia Healey

CEO | United Charitable

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 04/08/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data