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Establish a Family Foundation
What To Do Next
Checklist
It is suggested that you review the Turnkey
Family Foundation Program.
To create your Family Foundation:
1. Complete the Donor
Application For a Family Foundation.
2. Attach a check to your completed Donor Application (a minimum amount
of $5,000) and mail your application along with the check to the address
listed on the lower left side of this page. Please make all checks
payable to The American Foundation of Utah or you may wire
funds.
3. Charitable Interest Worksheet may be sent in with
Donor Application (optional).
Your Foundation account will be established under The American
Foundation of Utah's tax number.
To create a Charitable Remainder Trust in our Family Foundation
format:
If you want to set up a Charitable Remainder Trust (CRT), call us with details (801
359-3505) and property information and we will provide
you with a tax analysis and sample documents. It’s important that you ask about our CRT Split Advantage™ to maximize your CRT benefits.
Creating
new and more effective philanthropy since 1982.
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