Fund Types and Structures
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Looking for Philanthropic Flexibility?

Whitefish Community Foundation offers a range of charitable funds with a variety of investment options, allowing you to choose the vehicle best suited to you and your philanthropic goals.

We are a public charity under IRS code 501(c)(3), 509(a)(1), all donations are eligible for an immediate tax deduction of up to 60% of your adjusted gross income for cash, and some contributions may qualify for a larger tax deduction than those to other charitable entities like private foundations.

With all of our funds, we handle the due diligence, issue the grant checks, and provide you with assistance through a wide range of services.

We offer several types of funds to help you accomplish your philanthropic goals:

Designated Funds

Legacy Funds

Endowment Funds

Donor Advised Funds

Memorial Funds

Scholarship Funds

Whitefish Community Foundation

Allocation of Funds

  • Permanent Endowments

  • Donor Advised Funds

  • Agency

  • Designated Funds

  • DPGA

  • Scholarship

  • Endowment Funds, Designated Fund, Agency Funds, and Annuity Funds are charged a fee of 1% annually on balances less than $1M. On funds over $1M an administrative fee of 50 basis points is charged. For information about the Donor Advised Fund fee structure click here.
  • Your annual administrative fee covers the costs of processing transactions and grant due diligence.
  • Your fee is a contribution to the Whitefish Community Foundation and supports the important work we do in the community.
  • Low investment fees
  • You can choose from several investment options to help grow your fund over time.
  • You can place it in a low risk Short Term Pool or, based on your giving time horizon you may select the Balanced Pool or a Long-Term Growth Pool.
  • Your gift will grow tax free.
  • You may also choose to not invest your fund and just hold it in a capital preservation pool.
  • Whitefish Community Foundation’s assets are under the management of Mason Investment Advisory Services.
  • Mason’s investment stewardship service combines the best elements of consulting, independent investment management, and continuous monitoring and oversight to help the Investment Committee and Foundation staff effectively and responsibly guide their organization’s investments.

 We make it easy for you to connect with charitable organizations and help with the causes you care about.

When you are ready to begin, we are here

to help you make a difference.

Contact Linda Engh-Grady or Daria Perez to learn more

about simplifying your charitable giving.

Call 406-863-1781 or email