Investment and Gift Policies

Make every dollar do good.

The fees you pay at the Community Foundation of Utah go directly into our own philanthropic efforts and the local economy. As investors ourselves, we understand the importance of a robust and flexible community and are highly localized in our endeavors. Keep your money at home and make every dollar count toward building a healthier community. As one fundholder said:

"The advice alone is worth the price of admission" - Fundholder, Scott Rosenbush

We manage and invest the charitable dollars you entrust to us, keeping you up to date with clear, transparent financial information.

Investment Policy

Our investment strategies help your giving go further in our community. 

Our Investment Options

We have a number of investment options, and funds can be easily moved from one option to another as your philanthropic goals evolve. 

Separately Managed Accounts

We can work with your investment manager to grow your funds in separately managed accounts for large or complex transactions.

We aim to maximize our current and future capacity for grantmaking, while maintaining the purchasing power of the Community Foundation's charitable assets over time. Our primary investment objective is to invest endowment funds with a focus on diversification to help control risk, achieve long-term growth, offset inflationary impact, and allow for distributions and fees. The Community Foundation's Investment Committee, a group of experienced finance professionals, guides our investments in compliance with our Investment Policy. 

COVID-19 Update

US stocks have fallen sharply as fears concerning the coronavirus and the price war for oil frightened investors. However, there is no cause for long-term investors to panic. The Pools utilize a long-term diversified investment strategy, which helps lessen short-term market movements. We continue to diligently monitor the markets and our managers during this time. We are also in constant communication with our investment consultant and our Investment Committee to determine our next steps. Please contact Micaela Weil, Philanthropic Services Manager, at  or 801-559-3005 x4 with questions or concerns.

Investment Policy

Gift Policy

Our Gift Policy outlines the size and kinds of gifts we accept to establish a fund, as well as the services provided to donors and the policies governing a fund's use.

Gift Policy

Fees

Almost all institutions who manage charitable funds charge fees. One of the benefits of opening a charitable fund with the Community Foundation of Utah is the fee is not really a fee at all. It is a contribution to a nonprofit dedicated to improving the lives of Utahns. The more the Community Foundation of Utah grows, the more we can take on critical initiatives to improve the communities we all love. Think of our “fees” as an additional donation to your community! 

Contribution Schedule

Other Policies

General Fund Policies and Procedures
Donor Advised Fund/Corporate Advised Fund Policies and Procedures
Privacy Policy

To learn more, give us a call at 801-559-3005.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.