Advisor Services

Philanthropy doesn’t have to be complicated.

We want you to have strong and successful relationships with your clients, so you can inspire them to give generously to the Park City causes they care about. That’s why we’re so committed to making the process of giving easy. Whether you want us to work behind the scenes on administrative tasks or face-to-face with your clients, we’ll help you navigate the complexities of grantmaking and fund management, so your clients just see the pure and simple joy of it.

How we help.

When your clients ask about creating a private foundation or other charitable giving program, encourage them to consider naming a fund with Park City Community Foundation instead. With truly personalized service, we make it easy to keep giving local.

Our services for professional advisors include:

Nonprofit insights — Get inside information about the greatest needs and opportunities in the Park City area, and connect with the nonprofits that are most effective at serving those needs.

Administrative assistance — Let our staff handle the administrative tasks associated with giving—from writing the checks and gift letters to taking care of tax filing.

Networking opportunities — Connect with civic leaders, business innovators, nonprofit executives and local philanthropists in our community.

Fund management — Take advantage of our investment services, tax return preparation, reporting and auditing services, and grant proposal management.

Online donor tools — Give your clients an easy way to recommend a grant or view the balance of their fund with our sophisticated donor management software.