Professional Advisors
As a financial advisor, attorney, CPA, or estate planning attorney, you guide clients through some of life’s most meaningful decisions. When those decisions involve charitable giving, One Valley Community Foundation is here to support you.
We provide local philanthropic expertise, flexible giving solutions, and guidance on tax-smart charitable strategies, helping you better serve your clients while making a lasting difference in our community.
Your Local Partner in Philanthropic Planning
We work alongside you to design and implement charitable giving plans that align with your clients’ financial goals and personal values. Here’s how we support advisors and their clients:
Local Knowledge and Giving Expertise
We help connect your clients with trusted local nonprofits and causes that align with their values and goals.
Flexible Fund Options and Personalized Support
We offer a variety of charitable funds tailored to your clients’ needs, with expert guidance along the way.
Smart, Tax-Efficient Giving Strategies
From appreciated assets to the Montana Endowment Tax Credit, we help clients use tax-wise tools to maximize impact.
Full-Service Administration, Advisor-Centered Approach
We manage compliance, grantmaking, and reporting so you can focus on advising your clients with confidence.
Charitable Advisors Roundtable
Navigating Donor Advised Funds from Every Angle
October 29, 2025 | 11:30am – 4:00pm
The Baxter Hotel | Bozeman, MT
Hosted by the MSU Alumni Foundation and One Valley Community Foundation, this half-day event brings together attorneys, wealth advisors, and accountants to explore how donor advised funds can support clients’ financial, philanthropic, and legacy planning.
Through donor stories, advisor insights, and peer conversation, you’ll gain practical tools and strategies to guide meaningful giving conversations with your clients.
Information for Advisors
CPAs
We work with CPAs to help clients make tax-efficient charitable contributions and simplify reporting through a centralized giving account.
Estate Planning Attorneys
We partner with attorneys to offer flexible, local solutions for clients incorporating charitable giving into their estate and legacy plans.
Wealth Advisors
We work with advisors to align giving with financial planning and deepen client relationships through personalized philanthropic support.
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 client’s goals.
Advisor Tools
Here are some helpful forms to share with clients to get started.
Montana Endowment Tax Credit
The Montana Endowment Tax Credit (METC) provides a special opportunity to support One Valley Community Foundation’s nonprofit partners and One Valley programs while paying less in Montana state income tax.
Ready to Start the Conversation?
Whether you have a specific client scenario in mind or just want to learn more, we’re here to help. Contact us to explore how One Valley can support your clients’ charitable giving.
Jennifer Owens - Interim CEO