Advisor Event : Charitable Giving Tools for Retirement
A Continuing Education Program hosted by the Charitable Advisors Roundtable
October 21, 2026 | Riverside Country Club
October 21, 2026 | Riverside Country Club
October 21, 2026 | 11:30am – 4:00pm
Riverside Country Club | Bozeman, MT
Retirement can open important charitable planning conversations. Advising with Purpose: Charitable Giving Tools for Retirement will bring together attorneys, wealth advisors, accountants, and other advisors for a practical look at charitable strategies that can support clients’ retirement, tax, estate, and legacy planning goals.
Hosted by One Valley Community Foundation and the Charitable Advisors Roundtable, this event will combine professional learning, interdisciplinary discussion, and time to connect with other local advisors.
This year’s program will focus on charitable giving tools that often come up in retirement and legacy planning conversations, including:
IRA beneficiary designations
Closely held stock
Montana Endowment Tax Credit
Qualified Charitable Distributions
Tax considerations connected to each strategy
How advisors across disciplines can work together to support client goals
Through short presentations, tax-focused commentary, audience questions, and a panel discussion, attendees will leave with a stronger understanding of how these tools work, when they may be useful, and how to begin the right conversation with clients. The draft agenda includes sessions on IRA beneficiary designations, closely held stock, METC, Qualified Charitable Distributions, and a panel Q&A.
This event is designed for professionals who advise clients on charitable giving, retirement, estate planning, and tax strategy, including:
Estate planning attorneys
CPAs and tax advisors
Wealth advisors and financial planners
Trust officers
Philanthropic advisors
Whether charitable giving is already a regular part of your client conversations or you are looking for a clearer understanding of the tools available, this event will offer practical insight, professional connections, and locally relevant context.
Lunch + networking
IRA Beneficiary Designations
Closely Held Stock
The Montana Endowment Tax Credit
Qualified Charitable Distributions
Panel Q&A
Happy hour
We’re pleased to offer approved Continuing Education (CE) credits for attorneys, accountants, and financial planners.
Approved CE Credits:
CLE (Continuing Legal Education) – Approved by the Montana Bar Association
CFP (Certified Financial Planner) – Approved by the CFP Board
CPE (Continuing Professional Education) – Approved for CPAs in Montana
These CE opportunities are included with your event registration. Certificates of completion will be provided to all attendees who participate in the event.
For general event information and questions about sponsorship, contact Jill Ellwood at jill@onevalley.org.
CPA | Senior Director, Head of Tax
Ashton Thomas Private Wealth
Dan Ritter Jr. is a Senior Private Client Tax Advisor who provides clients with financial expertise regarding tax planning and preparation services.
Dan's philosophy is grounded in the unwavering commitment and focus he cultivated during his time as an officer in the U.S. Marine Corps. Following his military service, Dan began his accounting career as a staff accountant at a regional public accounting firm in Bozeman, MT. Dan later served as a Senior Tax Manager, where he oversaw a team of accountants, providing tax planning and income tax preparation to clients and financial advisors across the county.
His approach is guided by the belief that effective financial stewardship is not just about numbers, but about building meaningful relationships with clients. By fostering transparency, integrity, and open communication, Dan strives to be a trusted tax advisor, guiding clients through complex tax landscapes with confidence and clarity.
In addition to working with clients, Dan leads the Tax Advisory team at the firm. Dan holds a BS in Accounting from Norwich University, a Master of Professional Accountancy degree from Montana State University, and his Certified Public Accountant designation. Outside of work, Dan enjoys spending time with his wife and children, fishing, and hiking.
President & CEO
One Valley Community Foundation
Bridget Wilkinson serves as President & CEO of One Valley Community Foundation, where she leads with a deep belief in the power of people to build strong, connected communities. Since 2013, she has guided One Valley’s transformation into a trusted philanthropic partner for Gallatin County.
Under her leadership, One Valley has grown from a board-led organization to a thriving community foundation with more than $20 million in assets under management, supporting over 500 local nonprofits through grantmaking, donor services, and partnerships. Bridget also spearheaded the creation of Give Big Gallatin Valley, a 24-hour giving initiative that has raised more than $20 million for 489 nonprofits since its launch.
Bridget brings 15+ years of nonprofit and philanthropic experience, rooted in trust-based philanthropy and strategic collaboration. Nationally, she was one of 10 leaders selected for the CFLeads Executive Leadership Institute, and locally she has been honored as a 20 Under 40 awardee, Prospera’s Leader of the Year, and five time recipient of Bozeman’s Best Community Advocate award.
She holds a bachelor’s in Public Relations and Spanish from the University of Idaho and a master’s in Higher Education from Montana State University. A graduate of Leadership Montana, she is also a 21/64 Certified Advisor in multigenerational philanthropy and holds a Certificate in Effective Philanthropy from Stanford PACS. Beyond her career, Bridget is the mom of two and treasures her community ties—whether volunteering, enjoying time outside, or spending evenings on the back porch surrounded by friends.
Managing Partner
Cromwell Law, PLLC
Charlie is a firm believer in service. His extensive knowledge surrounding purchasing, selling, or starting a business; serving as valuable outside counsel for active businesses; and developing data and app privacy policies allows him to set each client up for success. Whether he assists an entrepreneur in starting and growing their dream, advises a fellow veteran on a business transaction, or forms an intricate estate plan, Charlie excels at navigating dynamic situations.
Branch Manager | Financial Advisor
Palisade Financial | Raymond James
After almost 15 years of working as a financial advisor at Palisade Financial, Dave purchased the practice and serves as our branch manager. Dave, along with the rest of the team, provides comprehensive strategies designed to help clients pursue their long-term goals. He enjoys working with individuals, families, and businesses to help achieve financial well-being and independence. He genuinely cares about each client. By using his well-honed ability for listening and offering encouragement, he strives to have as much positive impact on their personal lives as he does on their financial lives. Dave works with clients across the country, focused on positioning clients for financial success before and during retirement.
Dave has always been attracted to the world of finance and investments, making his first investment as a third grader, when he took his farm paycheck and invested it in an agricultural company.
He holds a bachelor’s degree in business from Montana State University; Series 7, 66, 9 and 10 licenses; life, health and long-term care insurance licenses; and is a CERTIFIED FINANCIAL PLANNER™ (CFP™) practitioner.
Active in the community, Dave has participated in organizations such as Big Brothers Big Sisters, Family Promise, Thrive, Gallatin Valley Empire Lions Club Youth Football and the Emerson Center for Arts & Culture. He currently serves as a board member for Respire Haiti - a school and medical clinic based in Gressier, Haiti. He lives in Bozeman with his wife, Stephanie, and their three children. In his free time, he enjoys running, golfing, basketball, coaching, and anything outdoors.
Attorney and Owner
Bryan Law Firm, P.C.
Justin is an attorney and the owner of the Bryan Law Firm, P.C.. He was born and raised in Bozeman, Montana and attended Bozeman High School. Justin moved to Canada to attend the University of Victoria where he majored in Economics and minored in Business. After graduating from the University of Victoria, Justin returned to Montana and attended the University of Montana School of Law. He graduated from the University of Montana School of Law in 2011 with honors. After earning a J.D., Justin continued his education at the University of Florida where he obtained an LL.M. in Taxation.
During his tenure in Law School, Justin was the Co-founder and Co-president of the Outdoor Law and Recreation Group. Justin has continued to maintain an active lifestyle and an appreciation for the outdoors. Justin is the past president of the BETTR (Business, Estates, Trusts, Tax, and Real Property) Section of the Montana Bar Association, a member of the ABA RPTE (Real Property, Trust and Estate Law) section of the American Bar Association.
As a testament to his legal acumen and commitment to the legal profession, Justin has been recognized as a Fellow in the American College of Trust and Estate Counsel (ACTEC), an international organization of approximately 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors.
Senior VP, Financial Advisor, Portfolio Manager
Owen Legacy Group
Sr. Financial Consultant
Charles Schwab
Director of Financial Planning
Stockman Wealth Management
Branch Manager | Financial Advisor
Palisade Financial | Raymond James
Partner
Crowley Fleck PLLP
Attorney and Shareholder
Bryan Law Firm, P.C.
CE Program accepted by CFP Board. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.