Feb. 22 | Estate Planning & Charitable Giving

Making a Plan: The Intersection Between Charitable Giving and Estate Planning

Educational Events for Philanthropy & Community Giving

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The Missoula Community Foundation will host Making a Plan: The Intersection Between Charitable Giving and Estate Planning, an evening of learning together with Estate Planning Attorney Martha Goodloe, from 5:30 to 7:00 PM on February 22nd at The Confluence Center.

Participants will learn the benefits and process of incorporating charitable giving into their estate – and will come away with an easy step-by-step plan to do so. Martha Goodloe has been helping Missoulians build impactful estate plans for the past decade and is especially skilled in helping her clients balance family and community interests.

This is the first of the Missoula Community Foundation’s Be the Change Educational Series. This series includes  presentations, workshops and panel discussions that support and encourage philanthropy in Missoula and beyond. This series is free and open to the public.

Presented by Martha Goodloe.

by Martin

Women's Giving Circle Panel Discussion

The Women's Giving Circle of Missoula County will host a panel discussion and evening of learning together about Women's Issues on Thursday, October 5th from 5:00 to 6:30 in the Cooper Room (4th floor) at Missoula Public Library.

The panel will feature Skye McGinty (Executive Director, All Nations Health Center)  Mikayla Pitts (Board of Directors & BIPOC Advisory Committee, Bridgercare) and Erin Switalski (Program Director, Headwaters Foundation) -- and will be moderated by Molly Stockdale (Executive Director, Travelers' Rest Connection)

Please let us know if you are coming -- non-members are welcome! The panel will also be live-streamed and recorded

by Ann

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

October 27, 2021

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

October 20, 2021

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.

October 13, 2021

Philanthropy in an Era of Tax Uncertainty

Recent years have seen dramatic changes in tax laws affecting charitable giving.  This presentation will discuss those changes and explore opportunities for donors in this new environment.

By Julie Sirrs, Attorney at Boone Karlberg and Board Member.

October 6, 2021