Strategic Giving That Builds Stronger Communities

Establish a Corporate Advised Fund with One Valley

In today’s business landscape, companies are increasingly expected to be good corporate citizens. At One Valley Community Foundation, we offer Corporate Advised Funds as a powerful tool for businesses of all sizes to organize their charitable giving, strengthen community ties, and reinforce company values—all while maximizing tax benefits and employee engagement.

What is a Corporate Advised Fund

A Corporate Advised Fund is a charitable giving account established by a business at One Valley. It allows your company to consolidate, manage, and distribute charitable contributions with the guidance and support of a trusted local partner.

  • We connect your giving directly to the needs of Gallatin County. From housing to education to the environment, we help you support causes that align with your company’s mission and make a tangible difference in the communities you serve.

  • We work with you to design a giving plan that reflects your company’s values and priorities. Whether you're responding to an urgent local issue or investing in long-term initiatives, your giving will be informed, impactful, and aligned with your brand.

  • We manage the paperwork—vetting nonprofits, distributing grants, and ensuring compliance—so you can focus on the joy of giving and the stories of impact your support creates.

  • Contributions to your Corporate Advised Fund are tax-deductible and can include cash, stock, or other appreciated assets. Your funds grow tax-free and are ready to grant when the time is right.

  • Corporate Advised Fund participation can include opportunities for employees to help guide giving decisions, recommend nonprofits, or participate in company match programs. This fosters pride and purpose in your workforce while strengthening company culture.

Why Choose One Valley?

As your trusted local partner, One Valley Community Foundation offers more than just fund management—we provide personalized advising, deep community knowledge, and a commitment to keeping your charitable dollars working right here in Gallatin County. When you choose One Valley, you benefit from local expertise, streamlined administration, and meaningful connections that amplify your company’s impact.

How it Works

Give

Your company contributes cash, stock, or other appreciated assets to your Corporate Advised Fund at One Valley. Contributions are tax-deductible, and you can make them on your own schedule—quarterly, annually, or in response to community needs.

Grow

Your fund is professionally invested to grow over time, increasing your ability to support the causes you care about. While the assets grow tax-free, One Valley provides personalized guidance and local insights to help you stay aligned with evolving community needs and maximize your impact.

Grant

When your team is ready, recommend grants to support qualified 501(c)(3) nonprofits—locally or nationwide. Whether you’re responding to a crisis or launching a strategic giving initiative, we handle all the administration so you can focus on impact.

Corporate Advised Fund vs. Corporate Foundation

Flexible, Efficient, and Locally Connected

A Corporate Advised Fund offers many of the same benefits as a corporate foundation—such as structured giving, brand alignment, and employee engagement—but with fewer administrative burdens and greater flexibility.

Through a Corporate Advised Fund at One Valley Community Foundation, your business can make tax-deductible contributions, recommend grants on your timeline, and access expert philanthropic advising tailored to your goals. We handle the administration so you can focus on your impact.

Ready to Get Started?

Contact One Valley Community Foundation’s President & CEO, Bridget Wilkinson to set up a meeting or presentation for your team.

bridget@onevalley.org | 406.587.6262 x50 | Schedule a Meeting