Donor Advised Funds

Give once, grant continually.

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

Benefits

  • Flexible. In addition to cash, Donor Advised Funds can be funded with 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 private foundation without the hassle of management. Simply log onto your secure online portal anytime to recommend grants.
  • Impactful. We invest the fund based on individual risk tolerance and to meet your giving time horizon, 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 that allows you to provide perpetual funding to your favorite nonprofits.

When Should I Open a Donor Advised Fund?

Although anyone can open a Donor Advised Fund at any time, certain significant life events are opportune times to maximize your tax benefit and give back to your community. Consider opening a Donor Advised Fund if you are looking to sell your company, real estate, or highly appreciated stock; will be receiving an inheritance; or have royalty-producing assets.

Learn More

Read about Donor Advised Funds and how they work here, or take a look at our Donor Advised Fund Agreement and Donor Advised Fund Policies & Procedures

Contact Micaela at 801-559-3005x7 or  to learn more about establishing a Donor Advised Fund.