Donor Advised Funds with One Valley
Make your giving easy, personal, and local.
Giving back should feel meaningful, not complicated.
When you open a donor advised fund (DAF) with One Valley Community Foundation, you create a simple, flexible way to support the causes you care about, today and into the future.
Your fund acts like a charitable savings account. You make contributions when it works for you, receive an immediate tax deduction, and recommend grants to nonprofits on your own schedule. Whether you’re giving as an individual, a family, or a business, One Valley helps you turn generosity into lasting local impact.
How Does a DAF Work?
Give
Contribute cash, stock, or other assets to your fund at One Valley. You’ll receive an immediate tax deduction and can grant over time.
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Our team works with you one-on-one to align your giving with your values and interests. We provide tailored recommendations, fund updates, and support for complex giving strategies—including planned gifts and legacy planning—so you can focus on making a meaningful impact.
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Opening a Donor Advised Fund at One Valley comes with strong tax advantages. You can make contributions when it makes the most sense for you financially, take an immediate tax deduction, and recommend grants over time—all with simplified reporting and no extra paperwork.
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You can name successor advisors to continue recommending grants from your fund, or establish a plan for how your fund will support the community beyond your lifetime. Whether you want to involve your family or ensure your values live on, we’ll help you build a legacy that continues to make a difference for years to come.
Grow
Your fund is thoughtfully invested and has the potential to grow tax-free over time, increasing your impact on the causes you care about.
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Our funds are professionally managed with a strong performance history and a proven track record of responsible, tax-efficient investing. For funds over $100,000, you also have the option to work with your preferred financial advisor, offering flexibility without sacrificing personalized service.
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As your fund grows, so does your capacity to give—helping you make a bigger difference over time without needing to contribute more out of pocket.
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Unlike national DAF providers, One Valley reinvests admin fees right back into the Gallatin County community through our programs and initiatives like Give Big Gallatin Valley, which extends the impact of every dollar.
Grant
Make grant recommendations to the causes you care about—in Gallatin County and beyond—whenever you like.
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When the time is right, recommend grants to the causes you care about using your simple, secure online portal—anytime, anywhere.
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We process grant checks, maintain records, and offer guidance as needed, freeing you from administrative tasks.
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Attend exclusive events for fundholders and donors that highlight local needs, showcase nonprofit work, and uncover new opportunities to make a difference.
Why Choose One Valley?
When you open a Donor Advised Fund with One Valley, you get more than a giving account, you gain a trusted partner rooted in your community.
Unlike national DAF sponsors like Fidelity, we offer personalized philanthropic advising, deep knowledge of local needs, and connections to nonprofits right here in Gallatin County. Our team works directly with you to craft a giving plan that reflects your values and creates real impact where you live.
Community Investment
When you establish a fund with One Valley, your fees stay in the region, supporting local nonprofit programming, community initiatives, and events like Give Big Gallatin Valley.
A Trusted Partnership
We’re more than a platform, we’re your partner in giving. Our relationship-driven approach ensures you have the tools, support, and flexibility to make a lasting difference.
Personalized Support
We offer one-on-one philanthropic advising to help you create a giving strategy that reflects your values and goals. Our team is here to guide you at every stage of your philanthropic journey.
Local Insight
With strong relationships across Gallatin County, we can connect you to nonprofits and initiatives that align with your interests and create meaningful impact close to home.
Frequently Asked Questions
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Local expertise.
We know Gallatin County, the people who live here, and the organizations that keep it strong. Our team helps connect your giving to the places where it can make a lasting difference.Personalized advising.
You’ll have a trusted partner to help you explore causes you care about, involve your family, or plan a giving strategy that reflects your values.Flexible and simple.
Give in the way that works best for you, whether that means giving now or in the future, publicly or privately. We handle the details so you can focus on the joy of making a difference.Community connection.
When you open a fund, you join a network of neighbors investing in Gallatin County’s future. Together, we create a stronger, more caring place to live.Doing good twice.
Administrative fees are reinvested into One Valley’s mission, helping us support local nonprofits, connect resources, and create lasting change across Gallatin County. -
Yes. You can start a donor advised fund with an initial contribution of as little as $5,000.
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Once you submit your form and we receive your initial contribution, your fund will be set up within one business day. You’ll receive your login information for your online portal and can start giving right away.
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Yes. You decide whether to give in your own name, your fund’s name, or quietly behind the scenes.
Donor Advised Fund vs Private Foundation
Streamlined Giving. Lasting Impact.
A Donor Advised Fund (DAF) through One Valley Community Foundation offers many of the same benefits, such as strategic grantmaking, investment growth, and legacy planning, with far less complexity.
DAFs are easier to set up, more cost-effective to manage, and offer greater tax advantages for most donors. Plus, when you open a DAF with One Valley, you gain access to personalized support, deep local knowledge, and a trusted partner to guide your giving every step of the way.
Curious how a DAF compares to other giving tools?
| One Valley Community Foundation | National ProvidersFidelity, Schwab | Private Foundation | Direct Gifts to Nonprofits | |
|---|---|---|---|---|
| Support causes locally and nationwide | ✓ | ✓ | ✓ | ✓ |
| Receive income tax deductions | ✓ | ✓ | ✓ | ✓ |
| Grow your charitable dollars with investment support | ✓ | ✓ | ✓ | |
| Can be endowed (long-term) or non-endowed (flexible) | ✓ | ✓ | ✓ | |
| Give to multiple nonprofits from one account | ✓ | ✓ | ✓ | |
| Option to involve family or leave a charitable legacy | ✓ | ✓ | ✓ | |
| No cost to get started | ✓ | ✓ | ✓ | |
| Help with grantmaking and administration | ✓ | Limited | ||
| Easy, consolidated record-keeping | ✓ | ✓ | ||
| Option to make grants anonymously | ✓ | ✓ | ||
| Secure online portal to make grants and manage fund | ✓ | ✓ | ||
| Abbility to accept complex gifts | ✓ | |||
| Fees reinvested in your community | ✓ | |||
| Personal connection to local nonprofits and community needs | ✓ | |||
| Access to local philanthropic advising staff (in-person or virtual) | ✓ |
Ready to Get Started?
Fill out the form or contact the One Valley Community Foundation philanthropy team.