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Hosted by the MSU Alumni Foundation and One Valley Community Foundation, this event brings together professionals in law, finance, and tax to explore the ways donor advised funds can support clients’ financial, philanthropic, and future planning goals.Through real donor stories, advisor insights, and peer conversation, you’ll learn practical ways to help your clients make the most of their giving—whether they’re navigating a major financial event, planning for the future, or simply looking to give back with impact. This event will keep you up to date on key tools and strategies while fostering stronger collaboration across disciplines.
We’re pleased to offer approved Continuing Education (CE) credits for attorneys, accountants, and financial planners attending the Charitable Advisor Roundtable.
Approved CE Credits:
CLE (Continuing Legal Education) – Approved by the Montana Bar Association
CFP (Certified Financial Planner) – Approved by the CFP Board
CPE (Continuing Professional Education) – Approved for CPAs in Montana
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Event Venue & Nearby Stays
The Baxter, 105 W Main St, Bozeman, MT 59715-4687, United States
Tickets
