For professional advisors, understanding the impact of your clients’ giving is essential. The Refuge Utah is a 501(c)(3) nonprofit providing safe housing and trauma-informed care for survivors of abuse and exploitation. Our mission is to empower survivors of sexual assault and domestic violence while increasing safety through advocacy, education, and supportive services.

We offer a continuum of care including residential services, therapy, case management, and life skills development—helping survivors heal, regain independence, and move forward with confidence.

Gifts to The Refuge Utah directly sustain these programs at no cost to survivors. We’re grateful to partner with advisors, estate planners, and attorneys whose guidance helps clients make meaningful, tax-wise contributions that create lasting impact in our community.

Ways Your Clients Can Give

We welcome a variety of charitable giving strategies that can align with your clients’ financial and philanthropic goals:

Gifts of Appreciated Securities
Donating stocks or bonds can be a tax-efficient way for clients to make a significant contribution. By gifting appreciated assets held long-term, clients may avoid capital gains taxes while receiving a charitable deduction for the full fair market value.

Donor-Advised Funds (DAFs)
Clients with donor-advised funds can recommend grants to The Refuge Utah easily through their fund administrator. This option allows for flexible, strategic giving while simplifying record keeping and timing of contributions.

Qualified Charitable Distributions (QCDs) from IRAs
For clients age 70½ or older, direct transfers from an IRA to The Refuge Utah may help reduce taxable income and satisfy required minimum distributions. QCDs are a powerful tool for clients seeking tax-efficient charitable giving later in life.

Planned and Legacy Gifts
We also welcome bequests, beneficiary designations, and other planned gifts that allow clients to leave a lasting legacy of support.

How to Facilitate a Gift

We aim to make the giving process as straightforward as possible for you and your clients. Our team is available to:

• Provide transfer instructions for securities and IRA gifts
• Supply our legal name, EIN, and any required documentation
• Coordinate directly with custodians or administrators as needed
• Ensure timely acknowledgment and receipting of all contributions

Partnering with You

We respect the trusted relationships you have with your clients and are committed to supporting your work with professionalism and care. If you would like to discuss a specific gift scenario or explore customized giving strategies, we are happy to collaborate.

For more information or assistance, please contact our Development Director, Cristina Pianezzola, JD at cpianezzola@therefugeutah.org or 801-362-8320.