Resources for Professional Advisors

Are your clients looking for ways to give back to the community and get measurable results? Consider referring them to the Women's Foundation of Montana.

Reasons to refer your clients to the Women's Foundation of Montana:

• Addressing social problems at their root.
  The Women's Foundation of Montana appeals to a client who wants to strategically solve or prevent social problems rather than simply alleviate them. By creating lifelong economic self-sufficiency and systemic change, we are working to build a society based on fairness, equity and full participation.
  
  
• Choice and objectivity.
  By directing your client to us, you avoid having to recommend a specific nonprofit. The role of the Women's Foundation of Montana is to help your client pool her money into an endowment that will be a permanent, reliable source of grants to carefully screened, high impact local nonprofits that help women and girls and that meet your client's philanthropic interests.
  
  
• Continuity and legacy.
  Perhaps your client wants to create a lasting legacy in her community-- but is uncertain which nonprofits will still exist when she dies. She is unresolved about which charities to include in her will. As a permanent, endowed institution, the women's foundation may be the solution. At your client's death, we will leverage her funds through our endowment to support effective organizations that reflect the spirit and intent of her gift.
  
  
• Tax advantages.
  By contributing to us, your client may receive certain tax credits including the Qualified Endowment Tax Credit. Please contact us for more information.
  
  
• Ability to accept complex gifts.
  The Women's Foundation of Montana's relationship with the Montana Community Foundation affords your client access to a wealth of experience and expertise in handling complex gifts. We are able to accept non-cash gifts, such as gifts of appreciated stock or property. We also offer charitable gift annuities. These options augment your toolkit and facilitate your tax-smart planning. They can also simplify your work. For instance, rather than separately gifting stock to ten different charities, your client can gift all of the stock to us and have confidence her donation will be used for maximum long-term impact.
  
  
• Expertise.
  The women's foundation is your local expert on the most pressing community needs for women and girls. Your client can impact a wide variety of social issues affecting women and girls. Your client provides the inspired idea; we provide the know-how to make it happen.

We look forward to helping you develop a plan to meet your client's philanthropic goals.

Please contact Jodi Medlar at 406.443.8313 ext. 101, or by email at jodimedlar@mtcf.org.

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