MCFThe Montana Community Foundation: all about Montana's future
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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.

NEWSLETTER ARCHIVES

Montana Community Foundation
- December 2007 (pdf)
- March 2007 (pdf)
- December 2006 (pdf)
- August 2006 (pdf)
- March 2006 (pdf)

Women’s Foundation of Montana
- Fall 2006 (pdf)
- Spring 2006 (pdf)

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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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The Montana Community Foundation | 101 N. Last Chance Gulch, Suite 211 | Helena, MT 59601
Phone: (406) 443-8313 | Email Us