Giving Solutions for Your Clients
Most of your clients come to you for your expertise in protecting and extending their assets throughout their lifetime, and then ensuring what remains at death is distributed according to their wishes.
With planned giving, your clients can:
- Make tax-deductible gifts that earn annual income
- Often take advantage of the Montana Endowment Tax Credit
- Make gifts that protect certain valuable assets
- Ensure the best tax situation for their beneficiaries
- Guarantee their charitable wishes are carried out
We understand that your clients each have unique philanthropic and financial goals. We help make the most of both by offering custom solutions to maximize their investment, take advantage of best giving options and deliver the greatest charitable impact.