Curious about how to make a lasting impact in your community through charitable giving?
Join Swan Valley Connections, the Upper Swan Valley Historical Society, and Alley Fontenot from the Montana Community Foundation (MCF) for a practical and engaging presentation on smart giving strategies.
We’ll explore how endowments work, the basics of planned and legacy giving, and how the Montana Endowment Tax Credit can help you give more effectively, while saving on taxes.
Montana is currently one of six states that has this tax benefit incentive to build endowments as Montana law. You’ll also learn about Charitable Gift Annuities and Deferred Gift Annuities – powerful tools for turning generosity into long-term benefit.
We’ll wrap up with a look at Transfer of Wealth data specific to Montana and share ways MCF can partner with you to align your philanthropic goals with your financial plans.
There will be time for questions, so come ready to learn and connect!
“Since 1988, the Montana Community Foundation has worked tirelessly to create permanent philanthropy and build stronger communities. MCF manages more than $188.5 million in assets and administers more than 1,470 philanthropic funds and planned gifts. Our work with donors, charitable organizations, cities and towns plays a critical role in both philanthropic and community development. Since our founding, MCF has reinvested more than $100 million in Montana through scholarships, grants, and programs.”
This event is held at the Swan Valley Community Hall 6803 MT Highway 83, Condon, MT.
