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A partner for your clients

We understand the nuanced nature of the trusted advisor relationship. Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.

We want to be a resource for you as well as a philanthropic partner for your clients. We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving.

Learn more about the benefits of giving through the Community Foundation of Utah,  the types of funds we offer, and the types of gifts we offer.

We follow your lead in serving your clients and join in discussions only if or when you need us. Our primary goal is to inspire charitable giving and to help your clients build lasting testaments to their names, their families and the causes they care about most.

Please let us know how we can work together to create a lasting legacy for your client and Utah by calling Fraser Nelson at (801) 559-3005.

A partner for your profession

Learn about opportunities to earn continuing education credit hours

Explore trends and best practices in the nonprofit sector, philanthropy and social entrepreneurship.