Professional Service Providers

Your Giving Partner

Clients rely on you and  your expertise in making significant financial/life decisions. We serve as the community’s resource for charitable giving. We partner with attorneys, financial planners, real estate professionals, and philanthropic advisors who are dedicated to carrying out their clients’ charitable goals while helping to build assets in the Missoula region.

Give your clients more value. We can help you add value to your clients  planning process by giving you tools that will support and enhance  their tax planning needs and philanthropic goals. 

We have the capacity to accept non cash assets and have a variety of fund types. We accept many non-cash assets to establish charitable gifts and funds. We also offer a variety of funds, including donor-advised funds, designated funds and field-of-interest funds. Moreover, we give your clients several investment options (including maintaining existing financial advisor relationships), over which we provide financial stewardship. 

We help your clients create legacies.We have our fingers on the pulse  of the nonprofit community in Missoula; our staff members have deep expertise and knowledge of the priorities and emerging trends in Missoula. We help ensure that your clients’ values, passions and interests are honored, even as trends and needs change over time.

As your giving partner, we can customize strategies for your client’s needs. We work with you to develop a giving approach that matches your clients’ interests and addresses their tax-planning needs.  We can create plans and look at alternatives to find  the best match for your clients. We can help clients avoid capital gains andtake advantage of the Montana Endowment Tax Credit.

We offer Anonymity. We can establish a fund, accept a gift or make a grant in a way that will protect your clients privacy.

Tips for a successful conversation:

Talk to your client about what assets would be best to leave to friends and family and what would be best to leave to charity. Gifts of appreciated asset like real estate or stock to a charity can avoids capitals gains taxes giving more to your community than the federal government. Making a nonprofit the beneficiary of an Retirement account can avoid putting undo income tax burden on a child because the nonprofit can realize the full benefit of the fund.  Required minimum distributions giving directly to charity can avoid income tax and is a great way to grow a fund that supports a donors favorite charities in perpetuity or  establishes a fund that engages the next generation in philanthropy. Have question? We love to help donors leave legacies that are meaningful and thoughtfully planned out.

An annuity is a great way to remove unproductive assets from an estate and provide lifetime income. It also qualifies for the Montana Endowment Tax Credit if the beneficiary of the planned gift is a permanent endowment in the state of Montana. The Montana Endowment Tax Credit is 40% of the charitable portion of a planned gift to a permanent endowment, up to $15,000 per individual and $30,000 for joint filers. See Montana Endowment Tax Credit.

Talk to your clients about charitable giving. Their estate provides an opportunity to leave a gift for their favorite nonprofits or causes, that is bigger than anything they can do in their lifetime. A popular way for a person to leave something to a charity in their estate is to use a deferred gift agreement with us, we can set up an agreement that can pass through funds to one or more nonprofits or establish a fund that supports their favorite causes or nonprofits.  This type of fund offers donors the flexibility to making changes to the list as time passes and does not cost them anything. Many of our clients find a lot of joy giving through their estate plan or trust, being able to give back to the community that they cherished and provided them opportunities in their lifetime.