• Published Date

    November 30, 2018
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YEAR END TAX PLANNING? OPEN A DONOR ADVISED FUND A simple, tax efficient, and flexible way to give to charities. Immediate tax benefits and only one tax receipt to retain WHITEFISH COMMUNITY FOUNDATION GIVING TOGETHER CREATES IMPACT . Low fee structure where the fee benefits your 4 community Tax Advantages Personalized Services. Seamless Giving Process Flexible investment options $5,000 fund minimum - Confidentiality in your charitable giving We are here to help you with your end of year tax planning and charitable giving options. Charitable giving guidance whenever you need it TAKE ADVANTAGE OF THE MONTANA ENDOWMENT TAX CREDIT If you could use a Montana State Income Tax Credit of up to $10,000 (up to $20,000 if filing jointly) call us to learn more. WHITEFISH COMMUNITY FOUNDATION GIVING TOGETHER CREATES IMPACT USE THE IRA ROLLOVER If you want to avoid taking your required minimum distribution from your IRA as income, you can roll it over to the Whitefish Community Foundation and then designate how your gift will benefit your community. PO. Box 1060-214 Second St W, Ste 1 Whitefish, Montana 59937 406-863-1781 GIVING TOGETHER