Complex Gifts

We are comfortable with complexity

Community Foundation of Utah has a seasoned and highly skilled team equipped to handle unique and complex transactions. We are experienced in liquidity events, real estate, gifts of private stock and public securities, and many other assets. We are here to facilitate your giving, in whatever form that takes.

Assets Accepted
$12,160,440
2018
$26,253,850
2019
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The Community Foundation of Utah has experience with all kinds of unique and interesting assets. Just a few examples include:

  • Real estate (including farms, homes, ownership positions)
  • Private stock (including stock subject to earn-outs and promissory notes) 
  • Private equity fund holdings (including LP positions)

Types of Assets

For more information contact Micaela Weil, Philanthropic Services Manager, at 801-559-3005 x4 or .

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