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Types of Funds

Montana Community Foundation offers a variety of fund types to suit your charitable goals.

Donor Advised

You are fully involved in each step of the giving process. You recommend the charitable organization, the amount and timing of the grants. We handle the administrative duties, issue the grant awards and provide staff assistance with a range of donor services. You can also name a successor to carry on your charitable giving.

Learn more about Donor Advised Funds.

Donor Designated

Choose one or more specific charitable organization(s) to support for a set period of time or in perpetuity. Should the designated organization, or the purpose it served, cease to exist, the fund’s income is redirected to maintain your charitable intent.

Learn more about Donor Designated Funds.

Scholarship

An individual, family, business or organization can establish a scholarship. You create the selection guidelines and we identify eligible applicants, distribute the scholarships, manage all paperwork and documentation and ensure students continue to meet the criteria once enrolled in college.

Learn more about Scholarship Funds.

Funds for Nonprofits (Agency Endowments)

The nonprofit functions as both the donor and beneficiary. This allows the organization to take advantage of Montana Community Foundation's purchasing power, investment expertise and administrative resources with an agency endowment fund. Nonprofits benefit from professional oversight and low investment fees.

An agency endowment fund can generate a predictable stream of income for your operations and programs, creating sustainability for the important work you do in your community. An endowment fund is a permanent fund where the principal is never spent.

If you're interested in establishing an Agency Endowment, please contact us.

Field of Interest

Support a broad area of charitable purpose, such as the arts, education, rural sustainability, animal welfare or other area. Funds are not tied to a specific charity. We fund the most effective organizations that serve your chosen area of interest.

If you're interested in establishing a Field of Interest fund, please contact us.

Non-Permanent

Montana Community Foundation serves as the fiscal sponsor and financial administrator for a number of funds that have been specifically established as temporary funds for a unique purpose. These funds have a life span that depends on the programs they support and the duration of the agreement.

If you're interested in establishing a Non-Permanent fund, please contact us.

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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