Seasoned professionals and other engaged participants are still licking their lips after the delicious “Made in Montana” luncheon (prepared by 101 Main Restaurant) in downtown Polson on Thursday, May 5.
Participants joined Amy Sullivan, Director of the Montana Office of Gift Planning, with the Montana Community Foundation, and the GPCF in learning how, as a “nation of givers,” financial planners may still be missing the point when it comes to meaningful legacy discussions with their clients. We all have a role to play in ensuring Montana’s communities remain strong and vibrant.
Amy shared how charitable giving is assisting families and individuals around our state in meeting their charitable goals and family’s needs.
She discussed donors’ unique philanthropic and financial goals, custom giving solutions, how to take advantage of the Montana Endowment Tax Credit, make gifts that protect valuable assets, ensure the best tax situation for beneficiaries, and guarantee charitable wishes are carried out.