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
Wealth Advisors
When working with your client to create an advisory package, we can help provide information specific to philanthropic giving and estate planning. As invested members of the Gallatin Valley, your clients may seek to make giving to local nonprofits and causes a part of their financial plans. Our experienced staff can present options that will help them achieve these goals.
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.