for professional advisors

Many clients want their professional advisors to help them plan charitable giving. The Montana Community Foundation can work with you to structure gifts that maximize tax savings while establishing charitable legacies for your clients.

With expertise in planned giving, donor services, and grantmaking, we can work with you to tailor a charitable fund to meet your clients’ needs now or through their wills or deferred giving arrangements.

We are your charitable giving resource. Since 1988, the Foundation has worked with attorneys and financial advisors to help clients with their charitable giving.

Resources

Why Partner with Us?
Frequently Asked Questions
Planned Giving at the Montana Community Foundation
Planned Giving Calculator