Professional Advisors
As a financial advisor, attorney, CPA, or estate planning attorney, you guide clients through some of life’s most meaningful decisions. When those decisions involve charitable giving, One Valley Community Foundation is here to support you.
We provide local philanthropic expertise, flexible giving solutions, and guidance on tax-smart charitable strategies, helping you better serve your clients while making a lasting difference in our community.
Your Local Partner in Philanthropic Planning
We work alongside you to design and implement charitable giving plans that align with your clients’ financial goals and personal values. Here’s how we support advisors and their clients:
Local Knowledge and Giving Expertise
We help connect your clients with trusted local nonprofits and causes that align with their values and goals.
Flexible Fund Options and Personalized Support
We offer a variety of charitable funds tailored to your clients’ needs, with expert guidance along the way.
Smart, Tax-Efficient Giving Strategies
From appreciated assets to the Montana Endowment Tax Credit, we help clients use tax-wise tools to maximize impact.
Full-Service Administration, Advisor-Centered Approach
We manage compliance, grantmaking, and reporting so you can focus on advising your clients with confidence.
Advisor Event: Charitable Giving Tools for Retirement
October 21, 2026 | 11:30am – 4:00pm
Riverside Country Club
Retirement often opens the door to a client's most important charitable planning conversations. This fall, we're bringing together attorneys, CPAs, wealth advisors, and trust officers for a practical, half-day look at the giving tools that come up most often in retirement and legacy planning.
Information for Advisors
CPAs
We work with CPAs to help clients make tax-efficient charitable contributions and simplify reporting through a centralized giving account.
Estate Planning Attorneys
We partner with attorneys to offer flexible, local solutions for clients incorporating charitable giving into their estate and legacy plans.
Wealth Advisors
We work with advisors to align giving with financial planning and deepen client relationships through personalized philanthropic support.
Ways to Give
Interested in learning more about the variety of ways to give to One Valley Community Foundation? Our easy online guide can help you find the best solution to match your client’s goals.
Advisor Tools
Here are some helpful forms to share with clients to get started.
Montana Endowment Tax Credit
The Montana Endowment Tax Credit (METC) provides a special opportunity to support One Valley Community Foundation’s nonprofit partners and One Valley programs while paying less in Montana state income tax.
What it does
Helps donors reduce their Montana state income tax liability
What it supports
Qualified permanent endowments that provide long-term charitable support.
Why donors use it
To pair thoughtful tax planning with lasting generosity.
How One Valley helps
One Valley helps donors and advisors understand the options, structure the gift, and steward the fund over time.
How the METC works
Give
You make a qualifying gift and receive a Montana state income tax credit based on 40% of the gift’s charitable value, up to $15,000 for individuals or $30,000 for couples.
Grow
Your gift is then set aside and invested for at least a five-year period, giving it time to grow before it becomes lasting support for the community or a nonprofit you choose.
Support
The full amount is then moved into a permanent endowment at One Valley, providing steady annual support for your chosen nonprofit or One Valley’s community endowment fund.
Ready to start the conversation?
Whether you have a specific client scenario in mind or just want to learn more, we’re here to help. Contact us to explore how One Valley can support your clients’ charitable giving.