Benefits of Our Partnership

We can help you and your clients achieve their philanthropic goals.

Enhance Your Client Relationships

By partnering with MCF, you can add a charitable component to your menu of services, enhancing your client relationship.

We understand that your clients each have unique philanthropic and financial goals. We help make the most of both by offering custom solutions to maximize their investment, take advantage of best giving options and deliver the greatest charitable impact.

Our charitable solutions offer maximum available tax benefits and the peace of mind that comes from working with a professional organization with unmatched knowledge of Montana and the needs of local communities.

We provide a simple, effective, and highly personal approach to giving with sound investment management to fit your clients' needs.

You retain complete control of your client relationships.

Our team is available to support you and your client through every step of the process at whatever level of involvement makes sense.

We offer:

  • Expertise and advice identifying your clients' charitable-giving interests and goals
  • Help matching charitable and financial goals with the best giving solution
  • Creation of custom charitable plans and strategies
  • Charitable giving documents and forms
  • Gift Planning and estate planning tools
  • Online resources
  • Partners for Montana's Future Program

Gift Planning for Impact

Most of your clients come to you for your expertise in protecting and extending their assets throughout their lifetime, and then ensuring what remains at death is distributed according to their wishes.

Through gift planning, your clients can:

  • Make tax-deductible gifts that provide annual income
  • Often take advantage of the Montana Endowment Tax Credit
  • Make gifts that protect certain valuable assets
  • Ensure the best tax situation for their beneficiaries
  • Guarantee their charitable wishes are carried out

We have a team of knowledgeable professionals ready to help you and your clients through the process.

Contact Us