Advisors

 

Professional Advisors

Professional advisors in the legal, accounting, and financial sectors are often in a position to advise their clients about charitable giving.

The Whitefish Community Foundation can assist you and your client in structuring gifts that maximize tax savings, while establishing the enduring community legacy your client desires. We combine our expertise with yours to ensure that your client is able to make educated decisions when selecting from our full spectrum of options.

The Community Foundation has experience in helping philanthropic individuals create a charitable legacy. Working with the Community Foundation offers a variety of benefits to you and your clients.  We invite professional advisors to become our valued partners in charitable giving.

Customized, Flexible Giving

We are experienced in customizing charitable giving vehicles for individuals, including donors with complicated objectives and complex gift situations. See our fund types and structures.

In addition, we have a flexible gift acceptance policy, including gifts of appreciated securities, retirement funds and Montana Charitable Endowment Tax Credit.

Montana Code Annotated

Learn more about  Planned Giving.

 

Professional Advisors – serving our community