Charitable Advisor Roundtable: Navigating Donor Advised Funds from Every Angle, 29 October | Event in Bozeman

Charitable Advisor Roundtable: Navigating Donor Advised Funds from Every Angle

One Valley Community Foundation

Highlights

Wed, 29 Oct, 2025 at 11:30 am

4.5 hours

The Baxter

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Date & Location

Wed, 29 Oct, 2025 at 11:30 am to 04:00 pm (MDT)

The Baxter

105 W Main St, Bozeman, MT 59715-4687, United States

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About the event

Charitable Advisor Roundtable: Navigating Donor Advised Funds from Every Angle
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


Also check out other Nonprofit events in Bozeman.

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Ticket Info

Tickets for Charitable Advisor Roundtable: Navigating Donor Advised Funds from Every Angle can be booked here.

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Event Tags

Nearby Hotels

The Baxter, 105 W Main St, Bozeman, MT 59715-4687, United States
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Host Details

One Valley Community Foundation

One Valley Community Foundation

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 Charitable Advisor Roundtable: Navigating Donor Advised Funds from Every Angle, 29 October | Event in Bozeman
Charitable Advisor Roundtable: Navigating Donor Advised Funds from Every Angle
Wed, 29 Oct, 2025 at 11:30 am