Strive for Five

Shaping Montana's Future Through Giving

In Montana, where fields stretch wide and community runs deep, we strive to build a prosperous future for our families while leaving a positive mark on our state. You don’t need to be a millionaire to create a legacy. 

By setting aside just 5% of your assets or estate, you can make a meaningful and lasting impact, ensuring your children, grandchildren, friends, and neighbors can flourish for generations to come.

Invest in the community that invested in you, because when we leave 5, our communities thrive. 

What is the Transfer of Wealth?

The “transfer of wealth” refers to the passing down of things of value — such as money, property, or investments — from one person to another. This often happens between generations, such as when parents leave their assets to their children.

In Montana, much of this wealth can leave the state when heirs, charities, or institutions are located elsewhere. That means dollars earned and built here may not continue supporting Montana communities. By striving to leave just 5% of your estate to the causes, people, or organizations you care about, you can help keep that wealth working right here in Montana forever, strengthening the places and values that matter most to you.

In 2022, we completed a Transfer of Wealth Study on the resources for the future of Montana, which revealed a significant opportunity: an estimated $37 billion is expected to transition between generations by 2030. This presents us with a chance to gather and plant the seeds that will help our communities thrive. 

By setting aside just 5% of this—around $1.85 billion—we could create lasting endowments that generate $83 million annually for our charitable organizations, schools, and local initiatives.

This isn’t just about the wealthy; it’s about every individual who has worked hard for their family and their community. This is about farmers, ranchers, local business owners, and community leaders. By keeping these dollars local, we can ensure a brighter tomorrow for everyone. 

Discover the potential impact in your county. Together, we can lay the foundations of a prosperous future, leaving a legacy that truly nourishes our communities for generations to come. 

Through giving, you can play a critical role in making a difference for people in Montana.
Choose a trusted partner to create a legacy.

Contact Us Today

Five Ways to Give Five

  1. Charitable Bequest – Leave a lasting gift in your will.
  2. Donor-Advised Fund – Get tax benefits and support causes you care about.
  3. Gift of Agricultural Commodities – A tax-smart option instead of giving cash.
  4. Gift of Real Estate – Donate property and receive tax benefits.
  5. Charitable Gift Annuity - Provides lifetime income.

Transfer of Wealth Study

In 2022, we completed a Transfer of Wealth Study for Montana which estimated that $37 billion will transfer from one Montana generation to the next by 2030. You can read the full report and technical findings by clicking this link.

This presents a unique opportunity to set aside a portion of this wealth to support the Montana communities we love.

What is a Transfer of Wealth Study?

A Transfer of Wealth study provides an estimate of the total household wealth that will transfer from one generation to the next over a 10-year period.

What the Study Told Us

  • Montana’s total wealth is $290 billion.
  • Over the next 10 years, $37 billion will transfer from one generation to the next in Montana.
  • If 5% of that $37 billion was endowed, $1.85 billion would forever benefit Montana’s charitable organizations, schools, and communities.
  • $1.85 billion in endowments would generate $83 million annually, forever, to provide reliable support.