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Open a Fund: Leave Your Legacy for Montana

Establishing a fund with us is the best way to build a lasting legacy for Montana. Funds can be created to support specific organizations, different causes or fields of interest, your hometown or county, or something with a flexible purpose. We're here to help you create the perfect fund to achieve your philanthropic goals.

Get started establishing your legacy:

Define Your Charitable and Financial Goals

  • What are you passionate about?
  • Where and how do you want your giving to impact the community?
  • What tax benefits are you hoping to achieve?
  • Do you want to involve the next generation of your family in your giving?

Determine a Giving Strategy for Your Fund

  • Support the broadest range of local needs.
  • Support a variety of organizations within a particular field, such as education, hunger, the environment or animal welfare.
  • Support various organizations at your recommendation.
  • Benefit one or more specific charitable organization(s).
  • Create scholarships for students seeking higher education.

Choose a Type of Fund

Read more about Types of Funds.

Consider Your Income Needs

  • Would you like to make a charitable gift and receive income for the remainder of your lifetime or a set period of years? Both are possible with a charitable gift annuity or a charitable remainder trust.
  • Would you like to make a charitable gift now, but preserve some wealth for your heirs after your lifetime? You may be interested in a charitable lead trust.

Choose the Timing

  • Establish your fund during your lifetime.
  • Establish your fund through your will or trust.

Decide what Assets to Give

  • Cash
  • Stocks, Bonds, Mutual Funds
  • Bank Accounts and CDs
  • Real Estate
  • Crops and Livestock
  • Retirement Account Assets
  • Life Insurance

Read more about Ways to Give.

Name Your Fund and Finalize

Name Your Fund

  • Funds can be named for you, your family, an organization or business, or to honor or memorialize someone.
  • Choose anonymity and name your fund something related to its purpose and/or beneficiary.
  • Get creative! The name of your fund is up to you and can be nearly anything you want.

Sign the Fund Agreement

  • Once you complete and sign the fund agreement, we will begin to help you meet your charitable goals, assuring your wishes are met in perpetuity.

Contact Us Any Time

  • We're here to make your philanthropic goals a reality and we're always available to help and answer questions. Don't hesitate to contact us!

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"Our thought was that if you give money to the community foundation, they could channel it to where the need is greatest as society changes."

- John Cowan, Donor

Montana Community Foundation

33 S. Last Chance Gulch, Suite 2A
Helena, MT 59601
(406) 443-8313 (406) 443-8313
Email MCF

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