Your company, creating change in your community.
A Corporate Advised Fund is a philanthropic fund that allows companies and employees to make a charitable contribution, receive an immediate tax benefit, and then recommend grants to charitable organizations from the fund over time as a group.
- Flexible. We accept gifts of stock, real estate, and other complex assets. If you wish, grants can be completely anonymous.
- Efficient. We manage, administer, and invest the fund, so you enjoy many of the benefits of a corporate foundation without the hassle of management.
- Impactful. We invest the fund, minimizing costs and generating earnings to benefit the causes you care about for years to come.
- Your legacy. We know the needs and opportunities unique to Utah, helping you develop a personalized, high-impact strategy for charitable giving.