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Why partner with us

Combining our expertise with yours

Whitefish Community Foundation is honored to work with many talented and trusted attorneys, accountants, and financial advisors in our region to build charitable giving plans that meet their clients’ philanthropic goals and align with the latest laws, regulations, and best practices.

We can assist you and your client in structuring gifts that maximize tax savings while establishing the enduring community legacy your client desires. We combine our expertise with yours to ensure your client is able to make educated decisions when selecting from a full spectrum of options.

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Learn more about how we can help deliver value to the clients you serve

Contact Alan Davis, WCF President & CEO. Email Alan today, or call directly at (406) 863-1781.

Email Alan

Helpful Guides & Materials

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Pending Tax Legislation

With tax changes on the horizon, Whitefish Community Foundation offers a clear overview of proposed reforms and how they may affect your clients’ charitable giving strategies.

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Steps to Transfer a Donor Advised Fund

If a client has a Donor Advised Fund at a national provider, it’s often easy to move it to Whitefish Community Foundation for the same tax advantages plus local connection.

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Transferring a Private Foundation

If your client has a private foundation, it may be worth considering a move to a Donor Advised Fund at Whitefish Community Foundation. Our checklist outlines the key benefits.

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Additional Professional Advisor Resources

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Montana Endowment Tax Credit

The Montana Qualified Endowment Credit (formerly known as the Montana Endowment Tax Credit) allows donors to pay less in Montana state income taxes when they give a qualifying planned gift to a qualified Montana charitable endowment like the Whitefish Community Foundation’s permanent endowment fund or any of the nonprofit endowment funds held by Whitefish Community Foundation.

See more details about the Montana Endowment Tax Credit

Charitable Fund Types

Whitefish Community Foundation offers a range of charitable funds with a variety of investment options, allowing your client to choose the vehicle that best suits their philanthropic goals.

Explore fund types

Subscribe to Stay Informed

Sign up to receive our Professional Advisor Newsletter for information about laws, regulations, and best practices related to charitable giving.

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