Advisor Resources

When it comes to managing and investing your clients’ charitable gifts, it helps to have true philanthropic experts on your side. That’s where Park City Community Foundation comes in. With deep connections to the local nonprofit community and combined experience on everything from charitable investment strategies to nonprofit management, our Board and staff are here to help. We’ve brought together Park City’s leading financial managers, investment professionals and accredited investors to form our Investment & Finance Committee. Together, this committee is responsible for upholding Park City Community Foundation’s Investment Policy while making decisions in an efficient, sustainable and transparent manner.

Whether you need a quick question answered or a comprehensive plan developed, we’ll make it easy for you to advise your clients on charitable giving—so they can leave a lasting legacy to the local causes they love.