When Making a Donation You may be asking . . .

How?  We can help you (or your financial advisor) custom design a fund that fulfills your wishes, and to choose a name for it. Perhaps you would like a legacy fund in your own name, that of your family or business; a memorial fund to honor a loved one; a fund name that reflects its purpose; or you may be anonymous.

When?  You may set up a fund now, establish it through your will, or create it through an estate plan or trust arrangement that benefits both your family and your charitable intent. Be sure to let us know if you decide to leave a bequest in our care so we can properly carry out your wishes.

What?  We can accept almost any kind of asset such as cash, life insurance, publicly traded securities, real estate, personal property, will bequest, retirement plan or transfer of an existing private foundation. Some require prior approval.

Who & Where?  Any IRS-approved non-profit organization is eligible to receive grants from your fund; however, our primary focus is charities in the Flathead Valley.

Why?  Because you believe that by working together, people from all walks of life can make a difference in this community. Because you want us, not you, to worry about investing and protecting your gift so that the causes you care about will reap its rewards for many years to come. Because as time passes, we will make sure your gift keeps on making your dream come true.