Donor Advised Fund

Simplify Your Giving

A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Montana Community Foundation and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming the Montana Community Foundation the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Want to learn more about setting up a Donor Advised Fund at the Montana Community Foundation? Learn more.

An Example of How It Works

A small bird on the tip of a branch. Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund at the Montana Community Foundation.

The couple receives the Montana Endowment Tax Credit and a federal income tax charitable deduction for the amount of the gift. They also get the time they need to decide which charities to support.

After researching community needs with the foundation’s staff, Joe and Laura recommend grants for the local food bank and animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura’s mother. They name MCF as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.

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Next Steps

  1. If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
  2. Contact The Montana Community Foundation at (406) 443-8313 or info@mtcf.org to discuss using your donor advised funds to support MCF and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include MCF in your plans, please use our legal name and federal tax ID.

Legal name: Montana Community Foundation
Address: 33 S. Last Chance Gulch, Ste. 2A Helena, MT 59601
Federal tax ID number: 81-0450150

Get More From Your DAF

Ensure you’ve made the most of your donor advised fund—for your family and for MCF. Download the FREE guide Maximize the Impact of Donor Advised Funds.

View My Guide
Personal Estate Planning Kit

Our Top Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy.

Download My Kit