• Published Date

    December 23, 2018
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YEAR END TAX PLANNING? WHAT IS A DONOR ADVISED FUND? It is a smarter way to give. WHITEFISH COMMUNITY FOUNDATION GIVING TOGETHER CREATES IMPACT A way to support all your favorite charities with just one donation. A Donor Advised Fund is like a charitable investment account used for the sole purpose of supporting the causes and charities that you care about. It is very easy to set up at the Whitefish Community Foundation. You can use cash, securities, or other assets. Using appreciated securities to open your fund can potentially allow you to maximize tax advantages and avoid taking the capital gains. You can then rec ommend grants to support charities you love, now or over a period of time. Tax Advantages. Personalized Services.Seamless Giving Process We are here to help you with your end of year tax planning and charitable giving options. WHITEFISH COMMUNITY FOUNDATION GIVING TOGETHER CREATES IMPACT You can grow your donation, tax-free while you decide which charities to support. We offer several invest- ment options and low administrative fees that benefit your community. PO. Box 1060 214 Second St W, Ste 1 Whitefish, Montana 59937 406-863-1781 Call us to learn more. GIVING TOGETHER