Solutions for Your Clients

Ensure your client gets the most out of their giving.

The Community Foundation of Utah works with you to ensure your client knows their options.

  • As a 501(c)3 public charity, contributions to our funds are tax deductible to the maximum extent allowed by law. 
  • We accept complex assets like real estate, private stock, and retirement funds.
  • Charitable funds at the Community Foundation of Utah provide many of the same, and in some cases better, benefits of starting a private foundation. See the difference here.

Estate Planning

  • Scenario: Estate planning identifies significant taxes going to the IRS, but your client wants to direct dollars for philanthropy.
    • Solution: We work with you to reduce the taxable estate through a charitable bequest or other planned gift. Your client's gift will create a legacy of caring that stays true to their charitable intent in perpetuity.
  • Scenario: Your client is thinking about establishing a private foundation but is looking for a more cost-efficient, simpler way to conduct their charitable giving.
    • Solution: We can help analyze the pros and cons of creating a fund with us. A donor advised fund, for example, allows your client to earn returns on their investment, make grants, and receive income tax deductions without the legal and administrative burdens of a private foundation.

Highly Appreciated Stock

  • Scenario: Your client has appreciated stock and wants to use a portion of the gains for charitable giving, but the identified charities are too small to accept direct stock gifts.
    • Solution: Suggest establishing a fund at the Community Foundation of Utah with a gift of appreciated stock. Your client receives a tax deduction on the full market value, while avoiding the capital gains tax that would otherwise arise from sale of the stock. 

Year-End Tax Planning

  • Scenario: Your client just earned a large bonus and wants to give a portion back to the community, but doesn't have time to decide on the most deserving charities. Alternatively, your client has large influxes of income and wants to make gifts to a charity over time, including their faith.
    • Solution: Recommend establishing a donor advised fund for an immediate income tax deduction and the ability to recommend its use for years to come.
  • Scenario: Your client is over 70 1/2 years old and is required by the IRS to take a minimum distribution from their retirement account.
    • Solution: Your clients can donate up to $100,000 of their annual Required Minimum Distribution from a traditional IRA to a qualifying charity like the Community Foundation of Utah, which will benefit the community for years to come. 

IRA/401(k) Assets

  • Scenario: Your client wants to leave their estate to the community and their family and has substantial assets in retirement accounts.
    • Solution: We can help you and your client evaluate the most beneficial asset distribution to minimize taxes, giving more to their heirs and preserving charitable intent. 

These are just a few of our solutions for your clients. Contact Micaela Weil at  or 801-559-3005 x4 to discuss your client's specific needs.