Friday, 29 September 2017 09:44

Planned Giving

Simple steps today for a legacy of impact.

Establishing a planned gift to the Community Foundation of Utah in your will, estate plan or living trust is an easy way to ensure lasting support for the causes that are dear to you.  In just one sentence, you can complete your gift. We work with you to determine the ideal structure for your gift so it fulfills your desired intent and coordinate with your financial or legal advisors to achieve the maximum allowable tax benefit. 

Gifts can be made to one of the Community Foundation of Utah’s existing funds or you can create a new fund.  We help you prioritize your goals for charitable giving while achieving a favorable income tax benefit.

Ways to Give

Getting Started

  1. Contact Micaela Weil at 801-559-3005 x4 or for additional information and to discuss various options for including the Community Foundation of Utah in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. Include the Community Foundation of Utah in your plans. Use our legal name and federal tax ID as shown below.

Legal Name: Community Foundation of Utah

Address: 2257 South 1100 East, Suite 205, Salt Lake City, UT 84106

Federal Tax ID Number: 74-3211770 

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.

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