Welcome to

The Pi Fund

The Pi Fund

A Specialized Utah Donor Advised Fund

Create Your Legacy

Why Use a Donor Advised Fund?

Safe giving strategy to fulfill your retirement goals.

As you grow your wealth, it becomes easier to designate a larger portion of your funds to charitable causes that are important to you. When you make donations, you may also be eligible to deduct those contributions from your taxable income, lowering your overall tax bill.

A donor advised fund is a 501(c)(3) tax-exempt charity that manages charitable contributions on behalf of a family or individual.

Specialized Solutions

Why Choose The Pi Fund?

As a local charitable organization with roots in the Utah community, the Pi Fund has managed more than $100 million in charitable donations. 

  • Less money going to administration & more to charity

  • Low maintenance

  • Increased confidentiality

  • Better tax considerations

Best solutions

How Does it Work?

Make a bigger impact while giving.

A donor-advised fund is an investment account for the sole purpose of charitable giving, provided by a public charity and designated by the IRS for this purpose. With donor-advised funds, you can set money aside for charity into this account, allowing your funds to be invested for more potential impact, and then recommend donations from the fund at any time.

With the sale of appreciated assets, you may limit tax liability by donating the asset to the Pi Fund and getting charitable deductions. We help you construct the sale of the asset (avoiding any tax on the sale), and then you may designate the gift to your favorite charity all at once or over a period of time (as may be appropriate for church tithes or gifts to religious entities).

Your donation goes farther over time, benefiting your charity and providing you tax relief.

Meet our amazing team

Our advisors are extremely qualified to help you with your charitable decisions and contributions.

L. S. McCullough, II

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President / Director

Gregory C. Zaugg

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Vice President / Executive Director
Stanford McCullough

L. Stanford McCullough IV

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Director

Teresa M. Robison

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Secretary

Frequently Asked Questions:

Although The Pi Fund accepts all kinds of charitable contributions, we specialize in the following types of assets:

  • Interests in closely held businesses
  • Publicly traded stock
  • Real Estate
  • Tangible personal property (vehicles, jewelry, artwork)
  • Charitable Remainder Trusts
  • Assets held in private foundations
  • Life insurance

Donors cannot receive any benefit from their charitable contributions and distributions can only be made to other qualified charitable organizations.

Undistributed assets may be invested in a variety of investments recommended by the donor, though the Fund retains ultimate discretion on the type and manner of investments.  Any earnings from a donor’s account are credited to that account and increase the potential for future distributions. 

Fees and expenses for running the Fund are outlined on our fee schedule and are taken from the donor account each year.