Gift Planning

Leave a legacy.

Make a Lasting Impact

Gift planning is a way to extend your charitable support to make a lasting impact. Whether you would like to put your donation to work today or leave a legacy after your lifetime, we can help you create a plan that allows you to support the causes you care about while providing tax and financial benefits during your life.

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We can help you leave your legacy.

A Gift that Lasts

In 2014, Loren and Michelle gave their first gift to the Montana Community Foundation in the form of a Deferred Gift Annuity (DGA) to provide future benefit to their Donor Advised Fund. Last year, after the 5-year waiting period, they were able to relinquish future rights to annuity payments and can now make grants from the newly opened Brown Family Endowment Fund, which will benefit Montana communities forever.