About Us Mission & History Board & Staff Initiatives Careers Impact to Gallatin Valley Financials 2023 Annual Report Contact Give Big Gallatin Valley
Maximize Your Impact Donors Businesses Community Giving Give Big Gallatin Valley Federal Funding Report Log Into MyFund Donate
Nonprofit Resources Federal Funding Report Nonprofit Trainings & Programs Nonprofit Cafe Nonprofit Buzz Give Big Gallatin Valley Nonprofit Jobs Community Events Calendar Nonprofit Directory
Regional Housing Coalition RHC Impact RHC History Housing Partners Donate to the RHC
Professional Advisors CPAs Estate Planning Attorneys Wealth Advisors
Grants Youth Giving Project Gallatin County Nonprofit Vitality Grant Federal Funding Report
Give Big Gallatin Valley Blog Quarterly Report Media & Press Nonprofit Events
Because strong, vibrant communities don't happen by accident.
 

Your Flexible Giving Account

Establish a Donor Advised Fund with One Valley

A Donor Advised Fund (DAF) at One Valley Community Foundation is a flexible, tax-smart way to simplify your giving and stay focused on the causes you care about most.

You make a contribution, receive an immediate tax benefit, and recommend grants on your own schedule through your personal online portal. We take care of the administrative details and offer personalized guidance rooted in deep local knowledge—so your giving is easy, strategic, and impactful.

Why Choose One Valley?

When you open a Donor Advised Fund with One Valley, you get more than a giving account—you gain a trusted partner rooted in your community.

Unlike national DAF sponsors like Fidelity, we offer personalized philanthropic advising, deep knowledge of local needs, and connections to nonprofits right here in Gallatin County. Our team works directly with you to craft a giving plan that reflects your values and creates real impact where you live.

 

Personalized Support
We offer one-on-one philanthropic advising to help you create a giving strategy that reflects your values and goals. Our team is here to guide you at every stage of your philanthropic journey.

Local Insight
With strong relationships across Gallatin County, we can connect you to nonprofits and initiatives that align with your interests and create meaningful impact close to home.

Community Investment
When you establish a fund with One Valley, your fees stay in the region—supporting local nonprofit programming, community initiatives, and events like Give Big Gallatin Valley.

A Trusted Partnership
We’re more than a platform—we’re your partner in giving. Our relationship-driven approach ensures you have the tools, support, and flexibility to make a lasting difference.

 

How Does a DAF Work?

Give

Contribute cash, stock, or other assets to your fund at One Valley. You’ll receive an immediate tax deduction and can grant over time.

  • 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.

Grow

Your fund is thoughtfully invested and has the potential to grow tax-free over time, increasing your impact on the causes you care about.

  • 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.

Grant

Make grant recommendations to the causes you care about—in Gallatin County and beyond—whenever you like.

  • 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.

Donor Advised Fund vs. Private Foundation

Streamlined Giving. Lasting Impact.

Considering a private foundation? A Donor Advised Fund (DAF) through One Valley Community Foundation offers many of the same benefits—such as strategic grantmaking, investment growth, and legacy planning—with far less complexity.

DAFs are easier to set up, more cost-effective to manage, and offer greater tax advantages for most donors. Plus, when you open a DAF with One Valley, you gain access to personalized support, deep local knowledge, and a trusted partner to guide your giving every step of the way.

Curious how a DAF compares to a private foundation?

Ready to Get Started?

Contact One Valley Community Foundation’s President & CEO, Bridget Wilkinson

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