Corporate Advised Funds

Your company, creating change in your community.

A Corporate Advised Fund is a philanthropic fund that allows companies and employees to make a charitable contribution, receive an immediate tax benefit, and then recommend grants to charitable organizations from the fund over time as a group.


  • Flexible. We accept gifts of stock, real estate, or other complex assets. If you wish, grants can be completely anonymous. 
  • Efficient. We manage, administer, and invest the fund, so you enjoy many of the benefits of a corporate foundation without the hassle of management.
  • Impactful. We invest the fund, minimizing costs and generating earnings to benefit the causes you care about for years to come.
  • Your legacy. We know the needs and opportunities unique to Utah, helping you develop a personalized, high-impact strategy for charitable giving.

Take a look at our Corporate Advised Fund Agreement and Corporate Advised Fund Policies & Procedures.

Contact us at 801-559-3005 or  to learn more about establishing a Corporate Advised Fund.