Designated Endowment Funds

Make a gift to your favorite not-for-profit that lasts for years to come.

A Designated Endowment Fund is a philanthropic fund that allows you to endow a specific not-for-profit in perpetuity, or assist it for a set number of years.

Benefits

  • Flexible. We accept gifts of stock, real estate, and other complex assets. You receive an immediate tax deduction for your contributions.
  • Efficient. We manage, administer, and invest the fund, so neither you nor the organization are burdened with its management.
  • Impactful. We invest the fund, minimizing costs and generating earnings to benefit the organization for years to come.
  • Your legacy. We ensure that your charitable intent is met. If the organization ceases to exist or changes its mission down the road, we can redirect the funds to an organization that matches your intent.

View our current Designated Endowment Funds

Contact us at 801-559-3005 or  to learn more.