Professional Advisors
Establishing a fund at One Valley is an easy and effective way to achieve your client’s charitable goals. If your client is interested in leaving a legacy for future Gallatin Valley generations, we would like to talk to you.
Ways to Give
By making a gift to One Valley Community Foundation, you can be an active part of the Gallatin Valley’s future. Your gift will help support the area as a thriving and healthy place to live, work, and play while planning for its future needs. At One Valley, we understand that giving looks different to everyone. That is why we have put together a guide that details different types of gifts and will help set you on a path of meaningful giving.
Planned Gifts
Make a planned gift that fits your life and your vision for the future. Choose a method that best serves your philanthropic and personal needs. Qualified gifts are eligible to receive the Montana Endowment Tax Credit. Learn More
Bequest
The most popular method of leaving a legacy gift is to remember One Valley Community Foundation in your will or living trust. This type of gift serves your community and offers flexibility as you plan for the legacy you want to leave behind.
IRA Beneficiary Designation
Beneficiary designations provide an easy and affordable way to support the community at a future date. They can cost you nothing during your lifetime. Simply name One Valley Community Foundation the beneficiary of an IRA, 401(K) or other qualified retirement plan.
Charitable Gift Annuity
A charitable gift annuity will provide guaranteed fixed income for life and support One Valley Community Foundation’s mission. A charitable gift annuity provides an immediate income tax deduction for a sizable portion of your gift. A significant portion of the payments made to you during your lifetime will be exempt from income tax.
Charitable Lead Trust
Support One Valley Community Foundation now and into the future with a charitable lead trust. A charitable lead trust can reduce future estate taxes on assets that you pass to your heirs. Charitable lead trusts can provide the foundation with current income while transferring a portion of your estate to a loved one.
Outright Gift of Assets
Gifts of most long-term appreciated stock and mutual fund shares are an easy way to make a lasting contribution. Benefits include income tax savings and capital gain tax savings. However, an outright gift of assets does not qualify for the Montana Income Tax Credit for Endowed Philanthropy.
Life Insurance Beneficiary Designation
This is another cost-effective and easy way to support One Valley Community Foundation. Name One Valley as a beneficiary through your life insurance plan and your estate will receive an estate tax deduction for the insurance proceeds distributed to the foundation.
Charitable Remainder Trust
A charitable remainder trust provides income for you or a loved one during your life or for a term of years and supports the mission of One Valley Community Foundation thereafter. Rates vary and depend on the size of the gift and length of term. This type of trust can provide great tax savings and charitable benefits for individuals with high value assets, such as land.
Types of Gifts
Cash
Checks
Marketable securities
Closely-held or S corporation stock, or any non-marketable security partnership interests
Partnership interests
Limited liability company interests
Accounts receivable (e.g., gifts of loans, notes, mortgages)
Real property interests
Mineral, oil, or gas interests
Intellectual property
Precious metals
Tangible personal property, including but not limited to artwork, coin collections, jewelry, etc.
Life insurance and annuity policies
Digital assets
One Valley’s Gift Acceptance Policy is available upon request. Please email us at info@onevalley.org for a copy.
“As an attorney who focuses on estate planning, trust administration, and probate, I have enjoyed working with [One Valley] Community Foundation. Together, we have helped clients leave a lasting legacy through achieving their charitable goals.”
Establish a Fund
With a minimum contribution of $25,000, you can establish a fund in your family’s name, your business’s name, or in honor of anyone you wish. Types of funds include donor advised funds, field of interest funds, designated funds, memorial funds, and organization funds.
