Working with the Community Foundation of Utah, you can:
- easily and effectively support the groups and issues you care about, in Utah or anywhere in the country.
- develop a giving strategy that meets your particular needs.
- give a wide variety of assets.
- give now or later, as part of your estate plans.
- benefit from the most favorable tax deductions available under IRS regulations.
- benefit from the expertise of our staff.
- eliminate many administrative chores and expenses.
- name your fund as you choose, or remain anonymous.
We provide philanthropists a full range of cost effective and tax-smart options to make a measurable difference. Our goal is to make the process of choosing the right investment tool simpler, and the work of investing more exciting and meaningful.
- Nearly every type of asset can be contributed to the Community Foundation of Utah.
- Your gift qualifies for maximum charitable benefit under state and federal law.
- Funds are pooled for investment management purposes to minimize costs and achieve a greater return, making it possible for a smaller individual fund to enjoy the same economies of scale as a large independent foundation.
- Donors can self-direct their contributions to specific causes, invest in broader areas of interest, or provide unrestricted funds for helping in the broadest way possible.
Often a conversation with family members or professional financial advisor is the best way to start thinking about a charitable plan, and we are happy to provide you and your advisors information about the different kinds of assets you can use to open a fund. Just give Fraser Nelson at call at (801) 559-3005 for more information.
