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 benefits of starting a private foundation without the administrative burden. See the difference here.

Scenario Solution

 

Presentations

Learn more about the benefits the Community Foundation of Utah can provide your firm through a customized presentation by CFU staff.

Request a Contining EDUCATION PRESENTATION

Separately Managed Accounts 

We partner with numerous investment managers to grow Donor Advised Funds (DAF) in separately managed accounts.

You can manage and invest the charitable dollars your clients have entrusted to us with care, keeping them up to date with transparent financial information. 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. Most separately managed accounts maintain a $100,000 minimum balance.

These are just a few of our solutions for your clients.
Email This email address is being protected from spambots. You need JavaScript enabled to view it. to reach a member of our Philanthropic Services Team for assistance.

Let’s Make an
Impact

It is important to feel your legacy is in good hands. At the Community Foundation of Utah we connect with donors over shared values and interests, working toward a common goal: make the world a better place. We cultivate rich relationships with our fundholders based on the belief that we are all in this together.

CONNECT WITH US!