Create a Legacy with a Donor-Advised Fund

Looking for an easy, tax efficient way to give back to the valley you love? A donor-advised fund (DAF) is an investment account specifically to support your favorite causes, like BRLT, through donations of cash, publicly-traded stock and in some cases, certain illiquid assets. If you have a DAF with Fidelity Charitable, Schwab Charitable, or BNY Mellon, use the widget on this page to initiate a grant recommendation.

To initiate a grant recommendation with another bank, please provide your financial advisor with the following information:
Legal Organization Name: Bitter Root Land Trust
Located: 170 S 2nd Street, Suite B, Hamilton, MT 59840
Federal Tax ID: EIN 31-1595967

For more information, please contact Lauren Rennaker.