Professional Advisors
One Valley Community Foundation works with professional advisors to help your clients make meaningful, informed decisions about their philanthropy. You serve an important role in helping your clients make legal and financial decisions about their estates. As experts on local giving, we can help you assist your clients in achieving their charitable giving goals.
Information for Advisors
CPAs
Donor-advised funds can help your clients receive maximum tax benefits while maintaining their same level and frequency of financial support to charities in the Gallatin Valley and across the country. The One Valley Community Foundation is a public charity, so your clients will receive the maximum tax deduction allowed by law when making contributions to their donor-advised fund and may be able to avoid capital gains tax on gifts of appreciated assets. Your clients are eligible for a tax deduction on the amounts they contribute to their donor-advised fund. Regardless of how many charities your clients support through their fund, there is just one tax receipt for each donation made to their donor-advised fund.
Different 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 goals. Visit our Ways to Give page to learn more.
Advisor Tools
Here are some helpful forms to share with your clients to get started.