Q: What should I consider before making a year-end charitable gift?

A: Reflect on what matters most to you and the impact you want your generosity to have. Then, think beyond a traditional cash donation. Gifts of investments, retirement savings, farm products, or other assets can be given now or later as a planned gift. We help you turn your gift into a lasting legacy that can support students through scholarships or fund the causes you care deeply about. 

Planning is important. Some gifts require additional time to complete, so connect with your financial advisor, tax professional, or attorney well before December 31. Qualifying gifts may also be eligible for tax credits through the Montana Endowment Tax Credit.

The Montana Community Foundation can work with you and your professional advisors to explore giving options, support the causes you care about, and help shape Montana’s future through giving. Contact us today at giving@mtcf.org or give us a ring at 406-443-8313. We're your trusted partner in giving. 

Vice President of Philanthropy, Jim Bennett