Bring Your Donor Advised Fund Home
Why Move Your Donor Advised Fund to One Valley Community Foundation?
If you have a donor advised fund (DAF) with a national financial institution, you’re not alone. These accounts have become increasingly popular for their flexibility, simplicity, and tax benefits. But not all DAF sponsors are created equal, and moving your fund to a local community foundation like One Valley Community Foundation can amplify your impact in ways a large institution simply can’t match.
Here’s why you should consider making the switch:
1. Personalized, High-Touch Philanthropic Advising
When your DAF is held at One Valley, you’re not just a number in a national database. You’ll receive customized support from a team that lives and works in Gallatin County. One Valley provides personal strategy sessions, grantee research, succession planning guidance, and even one-on-one advising with fundholders and their families.
With national sponsors, you’re likely working through a portal. At One Valley, you’re building a relationship.
2. Local Insight and Connections
Our team offers deep knowledge of the region’s needs and the nonprofits addressing them. Whether you're passionate about housing, youth, conservation, or the arts, One Valley connects your dollars to where they’ll do the most good, right here in your community.
Plus, fundholders get behind-the-scenes looks at local nonprofits, impact updates, and invitations to exclusive donor events where you’ll hear directly from nonprofit leaders and local changemakers.
3. Community Investment That Goes Further
Administrative fees from your fund don’t vanish into corporate overhead; they stay local and help sustain One Valley’s nonprofit support, community conversations, and initiatives like Give Big Gallatin Valley and the Regional Housing Coalition. When you hold your fund here, you're investing in the long-term health of Gallatin County.
4. Ease of Transition
Worried about the hassle of moving your fund? Don’t be. One Valley can help coordinate the transfer from your current institution, walk you through setting up successor advisors, and tailor your fund’s structure to your goals—whether you want to remain anonymous, support multiple causes, or create a family legacy.
5. Greater Flexibility Than You Might Expect
Many donors assume large institutions offer more flexibility, but that’s not always true. Community foundations provide broad grantmaking options and greater responsiveness. At One Valley, you can make grants anywhere in the U.S. while still receiving personalized support and strategic guidance.
6. You're Part of a Movement
One Valley’s fundholders aren’t just donors, they’re part of a growing network of people committed to creating a more vibrant and resilient Gallatin County. Together, we’ve raised millions for local nonprofits, built affordable housing solutions, supported youth-led giving, and responded swiftly in times of crisis.
Ready to Make the Switch?
Let’s talk. Whether you want to start fresh or bring an existing fund home, One Valley Community Foundation is here to make your giving personal, powerful, and local.
Contact One Valley’s COO Jennifer Owens at jennifer@onevalley.org or 406.587.6262 x40.