Our team works with you one-on-one to align your giving with your values and interests. We provide tailored recommendations, fund updates, and support for complex giving strategies—including planned gifts and legacy planning—so you can focus on making a meaningful impact.

Opening a Donor Advised Fund at One Valley comes with strong tax advantages. You can make contributions when it makes the most sense for you financially, take an immediate tax deduction, and recommend grants over time—all with simplified reporting and no extra paperwork.

You can name successor advisors to continue recommending grants from your fund, or establish a plan for how your fund will support the community beyond your lifetime. Whether you want to involve your family or ensure your values live on, we’ll help you build a legacy that continues to make a difference for years to come.

Our funds are professionally managed with a strong performance history and a proven track record of responsible, tax-efficient investing. For funds over $100,000, you also have the option to work with your preferred financial advisor, offering flexibility without sacrificing personalized service.

As your fund grows, so does your capacity to give—helping you make a bigger difference over time without needing to contribute more out of pocket.

Unlike national DAF providers, One Valley reinvests admin fees right back into the Gallatin County community through our programs and initiatives like Give Big Gallatin Valley, which extends the impact of every dollar.

When the time is right, recommend grants to the causes you care about using your simple, secure online portal—anytime, anywhere.

We process grant checks, maintain records, and offer guidance as needed, freeing you from administrative tasks.

Attend exclusive events for fundholders and donors that highlight local needs, showcase nonprofit work, and uncover new opportunities to make a difference.