Retirement & Planned Giving Options

It’s never too soon to think about the difference one can make in their community, the world and in the lives of loved ones both now and in the future. Your philanthropic goals could include supporting favorite organizations during their lifetime and beyond or securing a legacy that last beyond your lifetime. Learn about the many options when considering retirement gifting and planning giving

By: Mickey O. Smith, Senior Financial Advisor at Merrill Lynch

Estate Planning

The property of Montanans who do not have a will is distributed according to the “law of intestate succession.” Montanans need to understand how this law and how they title their property intertwine to determine who receives assets upon their death.  Make sure the assets you have worked so hard to attain go to the “right” people instead of those on the intestate succession list.

By: Marsha Goetting, Extension Family Economics Specialist at Montana State University

DAF vs. Private Family Foundations

Explore the benefits of giving to a Donor Advised Fund (DAF) at a community foundation compared to a private family foundation. This includes understanding the different rules that apply to the way that private and community foundations give and receive funds.

By Marcy Allen, Executive Director of Missoula Community Foundation.