Donor Advised Funds

Support Organizations You Care About

Your Fund is the most efficient way to support all of the organizations you care about through one simple channel.

Optimize Your Tax Benefits

Take an immediate deduction for up to 50% of your Adjusted Gross Income on cash gifts, or up to 30% for gifts of appreciated securities. You may also avoid capital gains by making a gift of appreciated securities. Deductions may be taken all in one year or carried over for up to five years.

Establish a Family Legacy

Your Fund allows you to build a powerful legacy that can be shared with your spouse or partner and passed down to your children and grandchildren.

Diversify Your Giving

Our staff of experts can research Yellowstone County non-profits that fit your interests.

Co-Invest with Others

Use your Fund to align your giving with the Foundation’s Grantmaking and other like-minded donors.