Donor Advised Funds

Simplify your charitable giving.

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. 


  • 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 private 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 Donor Advised Fund Agreement and Donor Advised Fund Policies & Procedures

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