-Assist Montana donors in leaving a legacy to their most cherished causes through permanent endowment.
-Assist local community foundations in developing gifts of assets and decreasing their dependence on annual appeals and fundraising events as the means to build their endowments.
-Assist nonprofit organizations and local community foundations in marketing the Montana Endowment Tax Credit to their donors.
-Increase the percentage of Montanans who leave a legacy in their will to their communities through a bequest to local nonprofits or a local community foundation.
-Increase the awareness of the role of community foundations in building local philanthropy and providing local leadership.
-Assisting communities in starting or building local community foundations.
-Training local community foundations in grantmaking and asset development.
-Working with donors.
-Assisting nonprofit organizations in developing their agency endowments.
-Providing training, presentations, organizing workshops, conferences.
Specialties: Grantmaking, Development, Working with donors