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Our Publications
All publications here are the exclusive property of the Montana Community Foundation. Fair Use laws apply.
Our publications are all in PDF format and require
Adobe
Acrobat Reader.
The Basics of Planned Giving: A Guide for Donors (pdf)
Structured gifts are useful estate and tax planning tools that provide
tax incentives for donors who want to give the gift of long-term
stability to their favorite charities. The appeal of a planned gift
is that it provides income to donors during their lifetimes; only
upon death does its earnings move to the charity or charities of
the donor’s choice. Here you will learn about charitable and
deferred gift annuities, life estates, charitable remainder trusts
and pooled income funds, charitable lead trusts and gifts of paid
up life insurance. Written in everyday language for prospective
donors, this publication will prepare you for a visit with your
tax consultant or financial adviser.
Increased Accountability, Transparency and Governance
for Nonprofits (pdf)
Published as a resource for Montana’s nonprofit community,
this publication reprints three articles pertaining to heightened
standards for governance and accountability of nonprofit agencies
in the wake of high-profile scandals in both the corporate and nonprofit
sectors. Reprinted here are the Executive Summary of the Report
to Congress made by the Panel on the Non-Profit Sector (2005), an
article written by nonprofit attorney Tom Silk, “Ten Emerging
Principles for Governance of Nonprofit Corporations and Guides to
a Safe Harbor,” and a Summary Checklist for Accountability
prepared by the Independent Sector and the Panel on the Nonprofit
Sector.
Women’s Foundation of Montana (pdf)
Report: 2000 – 2005
A field of interest fund of the Montana Community Foundation, WFM
promotes economic self-sufficiency for women and a brighter future
for girls and women in Montana. The fund was created in 1999 with
a five-year challenge grant from the Chambers Family Fund of Colorado.
The challenge was met in January 2005 when the $500,000 challenge
was matched dollar for dollar to establish a $1 million permanent
endowment for WFM. The five-year report delineates the barriers
women and girls face in achieving self-sufficiency, and shows how
WFM addresses the problems as Montana’s only permanent funder
of change for women and girls in Montana.
Wealth in Montana (coming soon)
Research in Montana and nationally indicates the largest intergenerational
transfer of wealth in history is now underway in our country. The
post World War II period ushered in possibly our nation’s
greatest economic growth and prosperity. Americans bought homes
and second homes, built businesses, invested in stocks and bonds
and acquired life insurance at unprecedented levels. In 2006, the
Foundation commissioned a study—Wealth in Montana—to
determine just how much personal wealth our state has accumulated
during the same period. In 2005, current net worth for Montana was
estimated at $39.45 billion. Wealth in Montana breaks this
information down to the county level and makes a compelling argument
for securing just a portion of this unprecedented wealth for local
community foundation endowments whose earnings will provide a permanent
source of stability and vitality for Montana communities.
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