Giving Together: Maximize your Impact
Last year a donor from Bigfork who had just sold his long-time Flathead Valley business and property walked into my office. He wanted to give back to the valley where he has lived and worked for the past 45 years.
We explored several charitable giving options, including Donor Advised Funds, charitable gift annuities, and the Montana Endowment Tax Credit. After consulting with his tax professional, he decided on a combination approach: opening a Donor Advised Fund to manage his giving over time and setting up a charitable gift annuity that would save big on his Montana state taxes and support permanent endowments of two favorite nonprofits.
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