Make every dollar do good.
The fees you pay at the Community Foundation of Utah go directly into our social sector leadership initiatives. By opening an invested fund with us, every dollar you donate supports Utah’s robust nonprofit sector. We manage and invest the charitable dollars you entrust to us with care, keeping you up to date with transparent financial information.
Our Investment Options
We have a number of investment options, and funds can be easily moved from one option to another as your philanthropic goals evolve.
Separately Managed Accounts
We can work with your investment manager to grow your funds in separately managed accounts for large or complex transactions.
Investment Policy
Our investment strategies help your giving go further in our community. Our primary investment objective is to invest funds with a focus on diversification to help control risk, achieve long-term growth, and offset inflationary impact.
The Community Foundation's Investment Committee, a group of experienced finance professionals, guides our investments in compliance with our Investment Policy.
Gift Policy
Our Gift Policy outlines the size and kinds of gifts we accept to establish a fund, the services we provide to donors, and the policies governing a fund's use.
Fees
Most institutions that manage charitable funds charge fees. One of the benefits of opening a charitable fund with the Community Foundation of Utah is that our fees are contributions to nonprofits dedicated to improving the lives of Utahns.
Our Social Sector Leadership initiatives work to improve the communities we all love. Think of our “fees” as an additional donation to your community!
Other Policies
General Fund Policies and Procedures
Donor Advised Fund Policies and Procedures
Privacy Policy
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The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Community Foundation of Utah policies and fees are subject to change.
