A Smarter Way to Give
When thinking about investments, most people consider stocks, real estate, or retirement accounts. But what if there was a way to invest that benefited you financially and strengthened your community? A Donor Advised Fund (DAF) offers a powerful way to grow your impact and leave a meaningful legacy in Gallatin County while maximizing your tax benefits.
What is a Donor Advised Fund?
A Donor Advised Fund is a flexible giving account designed to support nonprofits today and in the future. They aren’t just for the wealthy—DAFs make charitable giving accessible to anyone who wants to make a difference. Here’s how they work:
- Receive Immediate Tax Benefits: Get a tax deduction when you contribute and decide how to grant your funds later.
- Contribute to Your Fund: Open a DAF with a minimum gift of $5,000. Contribute cash, stocks, or other assets whenever you’d like.
- Grow Your Contribution: The fund is invested, allowing your charitable dollars to grow tax-free.
- Support Your Favorite Causes: When you’re ready, recommend grants to nonprofits that align with your values. Leverage One Valley’s local knowledge and connections to identify community needs that matter most to you.
Why Choose a Donor Advised Fund?
A DAF offers a strategic way to maximize generosity while integrating charitable giving into your financial portfolio. It provides:
- Tax Efficiency: Bundle charitable donations for greater tax benefits.
- Flexible Giving: Give on your schedule and adjust giving as community needs change.
- Legacy Building: Involve family members in philanthropy and name successor advisors to continue your charitable vision.
Where You Open Your Fund Matters
Not all Donor Advised Funds are created equal. While national providers offer convenience, they often lack the local knowledge needed to make a meaningful impact. If you want your giving to make a difference in Gallatin County, One Valley Community Foundation is the best choice.
Meet One Valley
One Valley Community Foundation is a local nonprofit dedicated to helping people give back to their community in impactful ways. Based in Bozeman, One Valley connects generous individuals with local causes in Gallatin County. By managing DAFs and working closely with fundholders, One Valley ensures that generosity makes a lasting impact locally.
What Does One Valley Do?
One Valley isn’t just a nonprofit—it’s a hub for local giving in Gallatin County. One Valley bridges the gap between donors and community nonprofits by:
- Facilitating Local Giving: One Valley helps individuals, families, and businesses open and manage DAFs, making charitable giving easy and strategic.
- Connecting Donors to Local Needs: With deep community knowledge, One Valley links donors to nonprofits addressing critical issues like affordable housing, education, and mental health.
- Empowering Local Nonprofits: One Valley goes beyond grantmaking by equipping nonprofits with tools, resources, and networking opportunities to strengthen their capacity.
Why Choose One Valley for Your DAF?
- Local Expertise: One Valley understands Gallatin County’s needs and directs donations where they’re needed most.
- Trusted Connections: Strong relationships with local nonprofits ensure your giving makes a meaningful difference.
- Personalized Support: One Valley provides one-on-one guidance to help you create a giving plan that reflects your values and goals.
- Transparent and Trustworthy: Every dollar is managed with integrity, giving you confidence that your generosity is making a real impact.
- Easy Giving Portal: Their user-friendly portal makes it simple to recommend grants, track your giving, and stay connected to causes you care about.
Why Wait to Make an Impact?
Donor Advised Funds are powerful, flexible tools for charitable giving. They allow donors to give strategically, grow contributions tax-free, and support the causes they care about—all while receiving immediate tax benefits. However, the real magic of a DAF is the impact it makes locally.
Turn Generosity into Local Impact
When you open a DAF with One Valley Community Foundation, you’re not just giving but investing in your community’s future. Here’s how:
- Your Gift Grows Over Time: Contributions are invested, allowing your charitable dollars to grow tax-free. This means more funds for the nonprofits you care about.
- You Choose When and Where to Give: Whether you support local musicians, protect the environment, or fund mental health initiatives, a DAF lets you give on your schedule to the causes you care about.
- Your Legacy Lives On: By naming successor advisors or defining a legacy plan, you can ensure your generosity creates a lasting impact for generations to come.
Why Local Matters
Choosing One Valley means keeping your generosity local. Unlike national providers, One Valley is rooted in Bozeman with a mission to strengthen Gallatin County. A DAF with One Valley empowers you to support the nonprofits that make our community unique.
Getting Started is Easy
- Open Your Fund: Complete a short agreement to establish the fund.
- Contribute Assets: Donate cash, stock, or other assets and receive an immediate tax deduction. Funds can be opened with a minimum gift of $5,000.
- Grow Your Fund: Your contributions are invested, increasing the impact of your generosity.
- Give with Purpose: Recommend grants to local nonprofits whenever you’re ready using your online giving portal.
Making a difference doesn’t have to wait. By opening a DAF with One Valley Community Foundation, you can start creating meaningful change today.
Ready to get started? Visit OneValley.org
Not all Donor Advised Funds are created equal. While national providers offer convenience, they often lack the local knowledge needed to make a meaningful impact.
Donor Advised Funds are powerful, flexible tools for charitable giving. They allow donors to give strategically, grow contributions tax-free, and support the causes they care about—all while receiving immediate tax benefits. However, the real magic of a DAF is the impact it makes locally.