Advisor Tools & Resources
We are here as a helpful resource and partner to help you advise your clients.
These resources are provided by the Montana Community Foundation as a free service to professional advisors:
Opportunities to Present Charitable Giving to Your Clients
Many of your clients may have never considered charitable giving as a part of their financial plan. With opportunities like the Montana Endowment Tax Credit, tax deductions and paid income for life, charitable giving can offer your clients powerful financial options to help meet their financial goals and fulfill their philanthropic aspirations. But what is the right time to discuss charitable giving with them?
Opportunities to Raise the Subject of Charitable Giving