Services for Professional Advisors
Your Partners in Charitable Giving
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.
Highlights
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 locally. 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.
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.
Resources for Professional Advisors
Need assistance? Reach out today.
Please contact Alexis Brown, Vice President of Development, alexis@parkcitycf.org or 435-731-4303.