Create a Fund

There are many ways to be a philanthropist.

Give us a call at 801-559-3005 to discuss how you can give back and plan ahead. In a few simple steps, we'll help you decide the option that's best for you, your family, or your company.

1. Define your charitable and financial objectives and strategy.

2. Choose a fund type.

3. Determine what assets to contribute. Options include:

  • Cash equivalents
  • Publicly-traded and privately-held securities
  • Business interests
  • Real estate, including land and personal property
  • Life insurance policies
  • Pension fund assets
  • Retirement account assets

4. Choose a name and sign the docxfund agreement.

Give us a call at 801-559-3005 to learn more.