Endowments

permanent endowment funds

 

Give the gift of sustainability

Nonprofit organizations and individuals can establish an endowment fund at the Whitefish Community Foundation to help build essential program funding and long-term sustainable funding for a nonprofit.

Whitefish Community Foundation can help donors take advantage of the Montana Charitable Endowment Tax Credit.

Families, individuals, and corporations can open Permanent Endowments to benefit causes they care about. Endowments are designed to provide a source of funding for a nonprofit in perpetuity. The Community Foundation’s spending policy establishes the amount the fund can distribute each year.

Donations to a nonprofit endowment fund can be made with cash, check, appreciated securities, and from an IRA distribution. Donors can also take advantage of the Montana Tax Credit when making a gift to an endowment. Call Linda Engh-Grady to learn more about the Tax Credit and how it works 406-863-1781.

ENDOWMENT DEVELOPMENT CAN PROPEL STRUGGLING AGENCIES TO INCREASE THEIR CAPACITY, RAISE THE LEVEL OF DONOR PARTICIPATION, AND ENABLE AN ANNUAL SOURCE OF SUPPORT. ENDOWMENTS PROVIDE A REVENUE SOURCE THAT IS DEPENDABLE FOR A SUSTAINABLE FUTURE.

nonprofits holding endowment funds with WCF

  • Abbie Shelter
  • Alpine Theatre Project
  • Back Country Horsemen of the Flathead
  • Bob Marshall Wilderness Foundation
  • CASA For Kids
  • Child Bridge
  • First Presbyterian Church of Whitefish
  • Flathead Shelter Friends
  • Glacier Nordic Club Endowment
  • Glacier Symphony and Chorale
  • Human Therapy on Horseback
  • Humane Society of NW Montana
  • Nate Chute Foundation
  • North Valley Hospital Foundation
  • North Valley Food Bank
  • North Valley Music School
  • Patrol Fund
  • Shepherd’s Hand Free Clinic
  • Stumptown Art Studio
  • Stumptown Historical Society
  • WAG – Whitefish Animal Group (Hugh Rogers WAG Dog Park)
  • WAVE Scholarship Endowment Fund
  • Whitefish Community Foundation Endowment Fund
  • Whitefish Community Library
  • Whitefish Education Foundation
  • Whitefish Trail Endowment Fund
  • Whitefish Library Association
  • Whitefish Theatre Company
EndowMT

Ready to get started? Download and review the Agency Endowment Agreement.

Contact Linda Engh-Grady or Daria Perez to open an Endowment Fund for your organization. 406-863-1781

Interested in learning more about the Montana Endowment Tax Credit and how you could get up to a $10,000 credit on your Montana State income taxes?

ENDOWMENT DEVELOPMENT CAN PROPEL STRUGGLING AGENCIES TO INCREASE THEIR CAPACITY, RAISE THE LEVEL OF DONOR PARTICIPATION, AND ENABLE AN ANNUAL SOURCE OF SUPPORT. ENDOWMENTS PROVIDE A REVENUE SOURCE THAT IS DEPENDABLE FOR A SUSTAINABLE FUTURE.