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Because strong, vibrant communities don't happen by accident.

Help your clients leave a legacy

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Professional Advisors

One Valley Community Foundation works with professional advisors to help your clients make meaningful, informed decisions about their philanthropy. You serve an important role in helping your clients make legal and financial decisions about their estates. As experts on local giving, we can help you assist your clients in achieving their charitable giving goals. 

 
 

Information for Advisors

 
 

Estate Planning Attorneys

Donor-advised funds make it easy to help your clients who are passionate about continuing to support their favorite charities as a part of their ongoing legacy. Our donor-advised funds not only provide a value-added service, but also make a meaningful impact on your clients and the causes they care about.

Donor-advised funds allow your client to name successor advisors to their fund. Many donors choose to involve their children and grandchildren in their giving, inspiring philanthropists of the next generation while allowing you to create relationships with your clients and their heirs. We love working with multiple generations of givers.

There is no minimum dollar amount required to establish a donor-advised fund. There are also no minimums for gifts to the fund or grants from the fund. Each fund is assessed an administrative fee on a quarterly basis.

CPAs

Donor-advised funds can help your clients receive maximum tax benefits while maintaining their same level and frequency of financial support to charities in the Gallatin Valley and across the country. The One Valley Community Foundation is a public charity, so your clients will receive the maximum tax deduction allowed by law when making contributions to their donor-advised fund and may be able to avoid capital gains tax on gifts of appreciated assets. Your clients are eligible for a tax deduction on the amounts they contribute to their donor-advised fund. Regardless of how many charities your clients support through their fund, there is just one tax receipt for each donation made to their donor-advised fund.

 

Wealth Advisors

When working with your client to create an advisory package, we can help provide information specific to philanthropic giving and estate planning. As invested members of the Gallatin Valley, your clients may seek to make giving to local nonprofits and causes a part of their financial plans. Our experienced staff can present options that will help them achieve these goals.

 
 
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Different Ways to Give

Interested in learning more about the variety of ways to give to One Valley Community Foundation? Our easy online guide can help you find the best solution to match your goals. Visit our Ways to Give page to learn more.

Advisor Tools

Here are some helpful forms to share with clients to get started.

 Montana Endowment Tax Credit

The Montana Endowment Tax Credit (METC) provides a special opportunity to support One Valley Community Foundation’s nonprofit partners and One Valley programs while paying less in Montana state income tax.