Professional Advisors
The Community Foundation is your partner in philanthropy. We are here to help you as you assist your clients with their philanthropic goals.
"The Foundation staff has expertise in Utah's needs that align with my clients' interests." Leland S. "Lee" McCullough, Callister Nebeker & McCullough
Research - We can help you identify giving opportunities for your clients that make a real difference in Utah and across the country. We can lead your clients to outstanding nonprofits or research a topic or nonprofit of interest to help you evaluate specific programs.
Gift Management and Due Diligence - The Community Foundation completes the due diligence required when your client would like to make a donation. As soon as due diligence is established, a check is on it's way to the organization your client requested.
Administrative Tasks - We take responsibility for all administrative tasks associated with giving - from writing the checks and gift letters to taking care of tax filing. Our goal is to make the charitable giving process more simple and the work of investing more meaningful for you and your clients.
On line access to funds - You client can log on 24 hours a day to recommend a grant, or view the balance of their fund. We use one fo the most sophisticated donor investment and relations management software available.
Professional Investment Management - We manage your client's funds according to the highest standards of accountability. The expertise of our Investment Committee enables your client to make the most of their philanthropic spirit.
