SALT LAKE CITY--(BUSINESS WIRE)--Crewe Foundation launches to make philanthropy simple and impactful through education, expert guidance, and in-depth planning services. Through an inclusive, simplified platform, donors are able to work with trusted, gift-planning specialists to navigate planning, establish and administer donor-advised funds, charitable trusts, and all types of charitable gifts. Launching with over $90 million in assets under administration, the foundation plans to grow and adapt to the philanthropic needs of the local Salt Lake City community and nationwide.
Crewe Foundation is led by seasoned industry experts, including CEO Don Evans and Board Members Brett Gibbons and Simon Cross. The Foundation was created to not only help meet the widespread need for in-depth philanthropic planning but also to help donors create lasting relationships with their supported charities and family legacies of giving. Individuals and families can benefit from the strategic counsel of the foundation team on the gifting of privately held stocks and otherwise difficult-to-enumerate transactions, including hard-to-value and illiquid assets.
Established in collaboration with Crewe Advisors, the Utah-based RIA, the foundation is open to public donors and extends the RIA’s ability to serve clients as a one-stop shop for personalized philanthropic planning.
“What excites me most about this work is seeing the influence that philanthropy has on individuals and families that give,” explains Evans. “Donors often underestimate the positive impact that their charitable giving has on their own families and the charities that they support over the long term. It’s so rewarding to help them make the most impactful use of their resources, and see generations of people become passionate about the charitable organizations and initiatives they support.”
Donors can give back to the community by directing their planned gifts toward any qualified 501(c)(3) organization they choose and by establishing vehicles such as charitable remainder trusts, charitable lead trusts, donor-advised funds and other planned gifts to make their giving more impactful.
While anyone with philanthropic goals can work with Crewe Foundation, the synergy between Crewe Foundation, Crewe Advisors, and Crewe Capital, an investment bank, creates an added benefit for clients of each entity by enabling their banking, wealth management and philanthropic needs to be serviced under one roof. This ensures both continuity of service and easy accessibility to advisors who can provide on-demand wealth and estate planning advice.
About Crewe Foundation
Crewe Foundation is a 501(c)(3) public charity with a mission to financially sustain and empower charitable organizations and efforts by enabling donors to become more efficient and impactful in their philanthropic giving. Crewe Foundation was created to serve as a one-stop shop for donors to receive personalized, hands-on advice tailored to their financial and charitable goals. For more information visit crewefoundation.org.
About Crewe Advisors
Founded in 2015 in Salt Lake City, Crewe Advisors is a $1 billion, fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The firm offers impartial advice and an open architecture with clients’ best interests in mind.
About Crewe Capital
Crewe Capital is an investment bank and M&A advisor providing strategic advisory and capital solutions for middle market companies. Crewe Capital LLC is a registered broker-dealer with the U.S. Securities and Exchange Commission (www.sec.gov), a member of the Securities Investor Protection Corporation (www.SIPC.org), and a member of the Financial Industry Regulatory Authority (www.finra.org).
