Donor Advised funds

What are they?
A donor advised fund is a popular, flexible and easy way to support the organizations, causes and issues that you care about, now and in the future. You can make contributions to your fund at any time and take a tax deduction for the year in which the gift is made. You can then recommend grants be made from your fund at any time to nonprofits that you identify.

A donor advised fund may be created by an individual, family, group, business or nonprofit organization. We request that your fund have an opening balance of at least $25,000.

Highlights:

• Donor advised funds can be named to recognize the donor(s), a family member, friend or organization. Or, you can select a name for the fund that ensures your anonymity.
• The foundation can accept donations of almost any asset, including stock and real estate.
• Our donor services manager is available to help you learn more about the organizations working in the issue areas you wish to support.
• Through donor advised funds, you and your family members can learn more about your community and groups addressing the community issues you care about most.

To learn more about donor advised funds, please contact Program Director Michele Herrington.

Our Donor Advised Funds…

AAA Montana Endowment
Alan and Jean Kahn Endowment
American Federal Savings Bank Endowment
Animal Foundation of the Greater Billings Region Endowment
Anonymous Endowments (2)
Beck Properties, Inc. Endowment
Benton Avenue Cemetery Association Endowment
Big Sky Carvers Endowment
Bigfork Community Development Foundation Trust Endowment
Bountiful Endowment
Cancer Network of Sanders County Endowment
Canton Church Endowment
Children's Endowment Fund
Cole Family Endowment
Dallas W. Beaman Endowment
David and Louise Auer Endowment
David F. Sloan Memorial Burn Foundation Endowment
Deshler Family Endowment
Disadvantaged Children's Endowment
Eck Family Endowment
Elliott J. Schaffer Endowment
Everit and Nikki Sliter Charitable Endowment
First Interstate BancSystems of Montana Endowment
Forbes Family Endowment
Fund for the Education of Native Americans Endowment
God's Love Endowment
Hector Foundation Endowment
Hunter Family Endowment
Jean M. McNally Family Fund, in memory of David A. McNally
L. P. and Teresa Anderson Family Endowment
Lee Endowment Fund
Linda Swab Endowment
Matthew Hansen Endowment for Wilderness Studies
McCutcheon Family Endowment
McGarvey/Walden Family Endowment - A
Merrill Lynch Endowment
Montana Nurses' Association Endowment
Montana Professional Photographers Association Education Endowment
Mountain West Bank Endowment
Myhre Frank Family Endowment
Oleta Smith Endowment
Pamelia Endowment Fund
Park Electric Co-op Endowment
Philip A. and Bonnie J. Henault Blackfoot Valley Foundation Endowment
Power Townsend Company Endowment
Punk Ward Endowment
Red Rock Foundation Endowment
Richard and Neva Porte Family Endowment
Rimrock Auto Group Endowment
RMTG Endowment Fund
Roland and Helen Lapee Family Foundation Endowment
Ruthie Family Endowment
Seifert Family Endowment
Sidney Armstrong Foundation Endowment
St. Mary Endowment Fund
Statewide Rural Development Endowment
Steve Browning Fund for Community Service and Philanthropy
The Studer Family Foundation Endowment
Valley Bank Endowment
Vicki J. Beaman Memorial Endowment
Waggoner Family Endowment for the Welfare of Animals
Western Bank Endowment
Western Bank of Wolf Point Endowment

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