Open a Fund

Open a fund, launch a legacy.

Support the causes you believe in and create a legacy of lasting impact. 

There are many ways to be a philanthropist, and most are easier than you might think. Contact us to learn more about opening a charitable fund so you select the best option for you, your family or your business.

Our philanthropic advisors are happy to walk you through the process to help you make the best decision. Contact Micaela Weil at or 801-559-3005 x4.

You can open a fund with three simple steps:

  1. Identify your charitable and financial objectives.
  2. Determine the assets you want to contribute. We accept cash, publicly traded securities, and complex assets including private stock, real estate, and others.
  1. Select the fund type that best matches your objectives and assets.