advisors

Advisors

Professional advisors are often in a position to advise their clients about charitable giving.  Most of the clients come to you for your expertise in protecting and extending their assets throughout their lifetime, and then ensuring what remains at death is distributed according to their wishes.

Sweet Grass Community Foundation can assist you and your client in structuring gifts that maximize tax savings, while establishing the legacy your client desires.  We understand your clients each have unique philanthropic and financial goals.  We can help make the most of both by offering custom solutions to maximize their investment, take advantage of the best giving options and deliver the greatest charitable impact.

With planned giving options, your client can

We invite professional advisors to become our valued partners in charitable giving.  Please share the information in the links below with your clients when discussing giving options.

For more information, please contact our office at 406-932-3090.  

Resources


Confirmation of Your Planned Gift

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Administration Fee Schedule

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Endowed Donor Advised Fund

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Donor Advised Fund

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