Your Partner in Charitable Giving Solutions
Your clients rely on your recommendations to make important financial decisions. When it comes to charitable giving, the Montana Community Foundation is your partner in providing the best advice, latest information and technical expertise.
Whether it's taking advantage of the Montana Endowment Tax Credit, finding the nonprofit organizations they're passionate about or just a quick planned giving calculation, you can feel confident your clients' charitable and financial goals are our priority too.
Partnering with us allows you to add a powerful charitable component to your menu of services, enhancing your client relationship. We provide a simple, effective and highly personal approach to giving with sound investment management to fit your clients' needs. Our charitable solutions offer maximum available tax benefits and the peace of mind that comes from working with a professional organization with unmatched knowledge of Montana and the needs of local communities.
You retain complete control of your client relationships. We're here to support you and your client through every step of the process at whatever level of involvement makes sense.
- Expertise and advice identifying your clients' charitable-giving interests and goals
- Help matching charitable and financial goals with the best giving solution
- Creation of custom charitable plans and strategies
- Charitable giving documents and forms
- Planned giving and estate planning tools
- Online resources