why partner with us?

   Do you have clients who care deeply about their community?

   Do they give to more than one charitable cause?

   Are they interested in creating a personal or family legacy in their community?

   Are they considering the creation of a private foundation, but concerned about cost and administrative    complexity?

   Would they like to stay personally involved in the use of their gift dollars?

   Do they want to receive maximum tax benefit for their charitable contributions under state and federal    law?

   Do they place a priority on sound financial management of their contributions?

As a professional advisor, you have clients who care about philanthropy and the state of Montana.
The Montana Community Foundation is here to help.

We're a trusted resource.

We work with advisors to enhance the services clients seek from you and your firm—always respecting and working within the relationships you have developed and lead with your clients.

If you answered yes to any of these questions, your clients would benefit from knowing more about the
Montana Community Foundation. We’d be happy to help you make an introduction.