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Open a Fund: Leave Your Legacy for Montana

Establishing a fund with us is the best way to build a lasting legacy for Montana. Funds can be created to support specific organizations, different causes or fields of interest, your hometown or county, or something with a flexible purpose. We're here to help you create the perfect fund to achieve your philanthropic goals.

Get started establishing your legacy:

Define Your Charitable and Financial Goals

  • What are you passionate about?
  • Where and how do you want your giving to impact the community?
  • What tax benefits are you hoping to achieve?
  • Do you want to involve the next generation of your family in your giving?

Determine a Giving Strategy for Your Fund

  • Support the broadest range of local needs.
  • Support a variety of organizations within a particular field, such as education, hunger, the environment or animal welfare.
  • Support various organizations at your recommendation.
  • Benefit one or more specific charitable organization(s).
  • Create scholarships for students seeking higher education.

Choose a Type of Fund

Read more about Types of Funds.

Consider Your Income Needs

  • Would you like to make a charitable gift and receive income for the remainder of your lifetime or a set period of years? Both are possible with a charitable gift annuity or a charitable remainder trust.
  • Would you like to make a charitable gift now, but preserve some wealth for your heirs after your lifetime? You may be interested in a charitable lead trust.

Choose the Timing

  • Establish your fund during your lifetime.
  • Establish your fund through your will or trust.

Decide what Assets to Give

  • Cash
  • Stocks, Bonds, Mutual Funds
  • Bank Accounts and CDs
  • Real Estate
  • Crops and Livestock
  • Retirement Account Assets
  • Life Insurance

Read more about Ways to Give.

Name Your Fund and Finalize

Name Your Fund

  • Funds can be named for you, your family, an organization or business, or to honor or memorialize someone.
  • Choose anonymity and name your fund something related to its purpose and/or beneficiary.
  • Get creative! The name of your fund is up to you and can be nearly anything you want.

Sign the Fund Agreement

  • Once you complete and sign the fund agreement, we will begin to help you meet your charitable goals, assuring your wishes are met in perpetuity.

Contact Us Any Time

  • We're here to make your philanthropic goals a reality and we're always available to help and answer questions. Don't hesitate to contact us!

"Our thought was that if you give money to the community foundation, they could channel it to where the need is greatest as society changes."

- John Cowan, Donor

Montana Community Foundation

33 S. Last Chance Gulch, Suite 2A
Helena, MT 59601
(406) 443-8313 (406) 443-8313
Email MCF

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