Planned Giving

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Advisor Resources

Our team is ready to serve as a resource to advisors who are helping their clients navigate charitable considerations and complex decisions that may involve charitable components. We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals. Our GiftLaw website is available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Our Vice President for Advancement, Tyler Wiltgen, is a Certified Specialist in Planned Giving, and is versed in charitable trusts, gift annuities, gifts of complex assets, and other gift planning techniques.  If you have a question, give him a call at (406) 657-1008 or email at